Jane McKenzie & Protected Investors

Carmel Capital Management LLC is a locally-owned, full-service investment advisory firm based in Carmel, CA. They offer comprehensive investment management and wealth management services for individuals, trusts, pension plans, and charitable and educational endowments and foundations. With a focus on diligence, objectivity, and disciplined portfolio management, Carmel Capital Management has been preserving and growing clients' wealth since 1999. They provide full transparency and independent custodianship for all client portfolios, and their team of professionals, including CFA charterholders, uphold the highest ethical standards and maintain strong relationships with clients, CPAs, and attorneys.Generated from the website

Altamont Capital Partners is a private equity firm based in Palo Alto, California, established in 2010, that specializes in transforming and scaling lower-middle market companies. With over $4 billion of capital under management, the firm emphasizes long-term control investments and partners with management teams to implement proven business-building strategies across various sectors, including Industrials, Business Services, Financial Services, and Franchising. The firm's approach is centered on operational and strategic improvements rather than financial engineering, allowing them to act as hands-on partners in the development of their portfolio companies. Altamont's team is composed of experienced professionals who provide significant support tailored to each company's unique needs, leveraging their deep industry expertise and extensive networks to drive success. Generated from the website