Inform Ventures

Plan B Investments, located in Carmel Valley, CA, specializes in comprehensive financial planning services tailored to the needs of individuals and families. With a fiduciary commitment since 2004, they prioritize understanding their clients' unique goals and values, ensuring that every financial strategy is crafted with care and integrity. The firm offers a range of services including retirement and estate planning, life insurance, and identity theft protection, emphasizing a partnership approach that provides ongoing support and thoughtful advice. By focusing on client-centered solutions, Plan B Investments aims to help clients navigate life's financial decisions with clarity and confidence. Generated from the website

TPG Angelo Gordon, based in Beverly Hills, CA, is a prominent investment firm that has been engaged in global credit and real estate markets for over 35 years. The firm is dedicated to identifying alternative investment opportunities that prioritize capital protection and aim to achieve consistent absolute returns for its clients. With a robust alternative credit platform focusing on corporate credit, structured credit, and lending, TPG Angelo Gordon also boasts a strong presence in the real estate sector, covering areas such as private equity real estate, commercial real estate debt, and net lease real estate. Following its acquisition by TPG in November 2023, the firm has further solidified its status as a diversified credit and real estate investing platform. Generated from the website