Tareq Abdeen- Northwestern Mutual

Trivant Custom Portfolio Group LLC, located in San Diego, CA, specializes in providing tailored financial services to individuals, charities, and nonprofits, focusing on asset protection, growth, and sustainable investment strategies. The firm is dedicated to upholding a fiduciary duty to clients, ensuring that their financial interests are prioritized through expert advice and ethical practices. With a commitment to transparency and adherence to the CFA Code of Ethics, Trivant emphasizes a comprehensive investment process that includes asset allocation, sub-asset allocation, and security selection. Their team strives to build long-term relationships with clients by offering detailed portfolio analyses at no upfront cost, positioning them as a reliable partner in financial management. Generated from the website

Rice Hall James Associates LLC is a highly regarded investment management firm based in San Diego, CA, with over 49 years of experience in delivering exceptional results for institutional investors and private clients. Specializing in micro- to SMID-capitalization stocks, their investment approach relies on meticulous bottom-up research to uncover undervalued or undiscovered growth opportunities within this market segment. As an independent and employee-owned firm, Rice Hall James is dedicated solely to the art of investing, allowing them to maintain a laser focus on their clients' financial goals. With a strong emphasis on collaboration, independent thinking, and fostering partnerships, they strive to provide personalized and tailored investment solutions to each institution and individual they serve.Generated from the website