The Lotus Group - Morgan Stanley

Rittmann Capital Management is an independent registered investment advisory firm founded in 1987, dedicated to providing personalized asset management services for individuals, trusts, estates, and corporate retirement plans. With a focus on long-term, tax-efficient investment management, the firm employs a strategy centered on identifying sustainable investment trends to help clients achieve their portfolio growth objectives. Specializing in common stocks of companies with promising earnings growth, Rittmann Capital Management utilizes fundamental investment analysis to make informed decisions throughout various stages of the investment cycle. The firm's approach includes a diverse investment strategy that not only encompasses U.S. equities but also considers foreign stocks, adapting to changes in economic and political landscapes for enhanced growth opportunities. Generated from the website

Nicole Cochrane, a financial planner at Morgan Stanley, is located in the picturesque town of Orinda, CA. Known for its scenic views and family-friendly atmosphere, Orinda offers a tranquil setting for personalized financial services. With expertise in wealth management, Nicole is dedicated to helping clients achieve their financial goals and navigate their investment journey with confidence. Generated from this place's information

Schurhoff Norbert W CLU & Associates, based in Orinda, CA, is a team of licensed financial and investment planners and consultants. They offer their expertise to clients seeking financial planning services and are available for appointments upon request. Generated from their available business information