Fund Mojo

Rebalance, headquartered in Palo Alto, California, serves the Silicon Valley community by offering expert retirement investing advice and services. The firm is actively involved in local initiatives, including educational events for the Redwood City Chamber of Commerce and partnerships with community organizations. Led by Managing Director Mitch Tuchman, Rebalance emphasizes a commitment to low fees, global diversification, and tailored retirement solutions. With a focus on giving back, Tuchman supports various local non-profits and engages in discussions on economic topics at prominent forums such as the Economic Club of San Francisco. Generated from the website

Grand-Jean Capital Management is a San Francisco-based investment firm that specializes in equity portfolio management for individual clients. Founded in 1990 by Steven Grand-Jean, the firm focuses on long-term investing in undervalued companies with strong management, free cash flow, and a shareholder orientation. With a transparent and disciplined investment process, Grand-Jean Capital Management aims to generate superior investment results while preserving capital. Led by a team of experienced professionals, including President Steven Grand-Jean and Senior Vice President Thomas Lloyd-Butler, the firm offers personalized and tax-efficient portfolio management services. With a research-driven approach and a commitment to full transparency, Grand-Jean Capital Management provides clients with monthly statements, trade confirmations, and quarterly performance reviews. The firm's investment philosophy revolves around domestic equity investments, primarily in U.S. equities, without the use of leverage or derivatives.Generated from the website

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations