Otter Capital

Cornerstone Capital is a Palo Alto-based investment firm that specializes in creating tailored portfolios for a diverse range of clients, including individuals, family groups, charitable foundations, and retirement funds. With over $1 billion in assets under management, the firm's experienced portfolio managers, each with over 25 years of investment experience, focus on high-quality investments to deliver competitive returns over time. Their valuation disciplines are designed to minimize the impact of market declines, while their commitment to superior client service ensures accessibility and collaboration. As an independent and employee-owned firm, Cornerstone Capital prides itself on its limited client list, allowing for attentive and always available collaboration. Many of their clients have been with the firm for more than 20 years, a testament to the trust and satisfaction they have built. With a dedicated portfolio administration team, including professionals like Silvia Burstein, Brigette Guldbech, and Tara Dadd, Cornerstone Capital ensures efficient management of client portfolios. Their commitment to personalized service and long-term stability sets them apart in the investment industry.Generated from the website

CM Capital Corporation, established in 1969 and located in Silicon Valley, specializes in providing investment management services for prominent institutions and individuals, drawing on its rich Chinese and Californian cultural heritage. The firm has a long-standing history of offering investment insights and opportunities, particularly to the Cha Family and its affiliated companies, which span various sectors including textiles, real estate, technology, and financial services. Through its subsidiary, CM Capital Advisors, the corporation offers tailored investment advice across a broad range of asset classes, including alternative investments. Additionally, the CM Capital Foundation focuses on charitable initiatives, prioritizing support for disadvantaged communities, particularly within the Asian American demographic in Santa Clara County, California. Generated from the website

Located in Palo Alto, Oak Investment Partners is a renowned venture capital firm known for its expertise in identifying and supporting emerging companies. With a successful track record, they have backed notable ventures such as Baja Fresh Mexican Grille, Cephalon, Inc, Huffingtonpost.com, and the Jamba Juice Company. Specializing in investing in innovative projects, Oak Investment Partners is dedicated to fostering growth and success in the business world. Their strategic approach and history of successful investments make them a trusted partner for up-and-coming businesses seeking financial support. Generated from their available business information