imer Group

Athens Capital Management, founded by Managing Partner Steven R. Gumins in 2002, operates as a multi-client family office dedicated to managing family assets while extending its investment expertise to other family offices and high net worth individuals. The firm emphasizes a risk-averse approach, prioritizing long-term growth through diversified portfolios managed by specialists across various sectors. With over two decades of experience, Athens Capital focuses on capital preservation and minimizing market losses through a rigorous selection and evaluation process for investment managers. Their disciplined methodology includes continuous monitoring, transparency, and a commitment to aligning manager interests with those of their investors to achieve steady annual returns. Generated from the website

Curterro Asset Management is a financial services firm based in Santa Barbara, CA, specializing in investment management and wealth advisory services. With a focus on personalized strategies and client-centric approach, Curterro Asset Management aims to help individuals and businesses navigate the complexities of the financial markets. Generated from their business information

Nuveen Investments Inc, based in Santa Barbara, CA, is a financial services company that specializes in investment management and advisory services. With a focus on providing tailored investment solutions for individuals and institutions, Nuveen Investments Inc aims to help clients achieve their financial goals through strategic asset management. Generated from their business information