Spyglass Investment Group

Kairos Investment Management Company is a reputable investment firm based in Rancho Santa Margarita, CA. With a dedicated team and a range of investment strategies, they aim to provide valuable insights and opportunities for their clients. From credit strategy to impact strategy and value strategy, Kairos offers a diverse portfolio of investments, including physical properties and other types of investments. Committed to equal employment opportunities, Kairos Investment Management Company values diversity and does not discriminate based on race, gender, religion, or any other protected classification. They also prioritize providing reasonable accommodations for applicants and employees with disabilities or specific needs. With a focus on professionalism and integrity, Kairos strives to deliver exceptional service and investment solutions to their clients.Generated from the website

Mercer Advisors is proud to help families in Orange County with all their wealth management needs. With a team of local CFP professionals, we provide tailored, personalized guidance to a wide range of families and businesses, including ultra high-net-worth clients.Special services: Divorce planning and consulting, concentrated stock positions, expertise in PIMCO and Broadcom employees, and medical field specialists.Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.