Conquest Capital

Friedman Investment Management Corp is a financial services firm based in Sausalito, CA, specializing in investment management and advisory services. With a focus on personalized strategies and client-centric approach, the company aims to help individuals and businesses achieve their financial goals through sound investment decisions. Generated from their business information

About Core Asset Management Core focuses on long-term secular themes for investment of our client portfolios, and, at the same time, tactically manages these portfolios in response to changes in economic, business and credit cycles. We believe that the long secular cycle, which can last a generation or more, provides an investor with the best opportunity for long-term capital appreciation. We devote our primary attention and research to this long-term view. We deliver proprietary investment solutions through global asset allocation and we emphasize absolute returns and conservation of capital. Core Asset Management was founded in 1978 to provide fee-based investment management services to individual and corporate clients, and has a long history of specialized investment research and individual portfolio management. In 1986, Jack Mayberry became the principal shareholder and chairman of Core. In 1996, Core acquired Lieberman Associates, a San Francisco Bay Area financial planning and asset management company. In 2005, John Forlines III joined Core and serves as Senior Advisor to the company. Core Asset Management is registered with the Securities and Exchange Commission as an Investment Adviser.

Karp Capital Management is a financial services firm based in Sausalito, CA, specializing in investment management and wealth advisory services for individuals and families. With a focus on personalized strategies and long-term financial planning, Karp Capital Management aims to help clients achieve their financial goals and secure their financial future. Generated from their business information