Jado Investments

WCM Investment Management is an independent asset management firm based in Laguna Beach, California. They provide innovative and tailored equity investment advisory services to a diverse range of clients, including corporations, private individuals, public funds, Taft-Hartley plans, endowments, and foundations. With a focus on fundamental equity research, WCM aims to generate long-term, sustainable excess returns for their clients through a culture of innovation, employee alignment, and a flat power structure. Committed to their clients' success, WCM offers a variety of portfolios managed by their experienced teams, including Global Growth, Global Value, Quality Value, U.S. Growth, Global Core, and Dividend Growth. As an organization, WCM is driven by a spirit of broad-based employee ownership and operates as a profitable and financially sound investment company. With no debt and a dedication to original research, WCM strives to deliver superior portfolio returns and maintain their position as a trusted investment advisor.Generated from the website

Hollencrest Securities LLC is a wealth management firm based in Newport Beach, CA, offering a range of services including wealth advisory, private investments, real estate, private equity, venture capital, family office, and business advisory. Their team of experts provides insights and guidance to clients, helping them with investment management, financial planning, family office services, business management, exit planning, tax planning and preparation, and divorce dispute resolution.Generated from the website

Affinity Investment Advisors, LLC is an independently owned registered investment advisor based in Newport Beach, California. With a focus on the publicly traded equity markets, they offer a range of U.S. equity strategies, as well as international and global equity options, providing clients with a time-tested and scalable investment approach. Since their establishment in 1992, Affinity has been committed to being the best investment management firm, earning the trust of their clients through superior long-term performance, client service excellence, and a firm-wide dedication to integrity and collaboration.Generated from the website