PMB

Carmel Capital Partners is a Sand Diego-based investment advisory firm. It provides investment services to its clients. It is involved in investing and managing assets for high-net worth clients and institutions through individually managed accounts as well as several investment partnerships. The company s investment process includes portfolio management, idea generation and investment selection. Located in La Jolla, Calif., its idea generation process involves utilizing financial statements, regulatory filings, trade publications, industry data, industry contacts and discussions with company management.

McKinney Capital is a San Diego-based investment firm specializing in commercial real estate, with a diverse portfolio that includes hospitality, multifamily, industrial, office, and retail properties. The company boasts a 30-year track record and offers co-investment opportunities ranging from $100K to $100M, emphasizing streamlined investing and personalized portfolio advice. Investors can expect a comprehensive experience, including quarterly asset reports and direct access to both institutional-quality and individual investment offerings. McKinney Capital focuses on extensive vetting of opportunities and creating impactful investment strategies for its clients. Generated from the website