Mayfield Advisors Inc

Menlo Equities is a private, vertically-integrated commercial real estate investment firm with a 29-year track record and $8.4 billion in cumulative assets under management. They specialize in investing in mission-critical commercial real estate in vibrant technology-driven, innovation hub markets across the United States, offering four investment platforms: Core-Plus, Value-Add, Digital Infrastructure, and Development. With a proven investment model built on enduring partnerships, Menlo Equities aims to create value and generate superior, risk-adjusted returns. Their portfolio includes 24.4 million square feet of owned properties, strategically located in key cities such as Austin, Irvine, Santa Clara, and Palo Alto.Generated from the website

HistoryStarted advising individuals, family and small businesses on a fee-only (hourly) basis after many years as an institutional quantitative analyst. Eventually added retainer-based and portfolio management services as well.SpecialtiesFee-Only Financial Planning, Comprehensive Financial Planning, Portfolio Management, Investment Advisory Services

Meyers Wealth Management is a financial services firm based in Palo Alto, CA, specializing in providing personalized investment and wealth management solutions to individuals and families. With a focus on long-term financial planning and risk management, Meyers Wealth Management assists clients in achieving their financial goals through tailored strategies and expert guidance. Generated from their business information