Robert Osher Investment Management

Osher Van De Vorrde Investment Management, located in Pasadena, CA, is dedicated to providing tailored wealth management and financial planning services that empower clients to achieve their lifelong aspirations with confidence and peace of mind. Their experienced team emphasizes a client-first approach, focusing on building lasting relationships and navigating the complexities of financial planning and investment management. With a commitment to preserving generational wealth and fostering income growth, the firm offers comprehensive planning and personalized investment strategies. They aim to help clients realize their unique goals while ensuring the highest level of guidance and support throughout the investment journey. Generated from the website

Newbury Capital Management LLC is a privately held investment advisory and wealth management firm based in South Pasadena, California, dedicated to serving the needs of high-net-worth individuals, families, and institutional investors. With a strong emphasis on risk management, unbiased portfolio construction, and intelligent planning, the firm aims to help clients achieve financial success both today and in the future. Founded in 2009 by experienced financial professionals Jon Lam and Stuart Sneddon, Newbury Capital Management prioritizes client relationships and employs proprietary research models to create tailored investment portfolios. The firm’s disciplined approach includes a focus on sustainable financial strength, qualitative factors, and a commitment to using leading technologies to enhance the investment advisory experience. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Pasadena, CA area, Duc Tran will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.