Banc of America Investment Service

Systematic Financial Management is a Newport Beach-based firm that specializes in delivering exceptional value-oriented equity investment management services. With a team of experienced industry professionals, they are committed to advancing diversity, equity, and inclusion within their firm, community, and the investment industry. Utilizing a deep-rooted investment process, Systematic Financial Management applies their approach consistently across three different market capitalization strategies, including Small Cap Value, SMID Cap Value, and Mid Cap Value. Their fundamental approach to investing, from a private equity perspective, focuses on quality and strong cash flow, allowing them to identify attractive undervalued opportunities while avoiding potential value traps.Generated from the website

Wedbush Securities, located in Newport Beach, CA, is a leading financial services firm that specializes in wealth management, investment banking, and capital markets. The firm prides itself on providing comprehensive financial strategies that help clients achieve their investing goals through customized solutions in areas such as asset management, retirement planning, and estate planning. With a team of experienced advisors, Wedbush Securities emphasizes understanding clients' needs to secure their financial futures. The firm's innovative approach includes a focus on alternative investments, stocks and bonds, and various insurance products to ensure robust wealth accumulation and portfolio management. Generated from the website

Wells Fargo Advisors, a trade name for Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network LLC, provides a comprehensive suite of financial services, including investment management and wealth planning. The firm specializes in helping clients navigate their financial goals through dedicated financial advisors and customized investment strategies. With a commitment to client-first service, Wells Fargo Advisors offers a range of products, such as retirement accounts and estate planning, designed to assist individuals through various life events and financial transitions. The company emphasizes educational insights on market trends and strategies to help clients manage their investments effectively. Generated from the website