Titan Capital Management LLC

Simpson Capital Management (SCM), located in Laguna Niguel, CA, specializes in providing investment advisory services while maintaining a close partnership with Charles Schwab Co., which serves as the custodian for client holdings. The firm is independently owned and operates under a philosophy grounded in modern portfolio theory, offering a variety of services including portfolio management, financial planning, and investment research. SCM guides clients through the investment process, ensuring a seamless account setup while prioritizing personalized communication and tailored investment strategies. Their commitment to transparent client relationships is evident in their regular updates, quarterly reviews, and accessibility for any inquiries related to investment management. Generated from the website

Optivest is a financial services firm located in the heart of San Juan Capistrano, California, dedicated to helping clients build and preserve their wealth. The company offers a range of services, including wealth management, legacy financial planning, real estate, alternative investments, and business exit strategies. With a strong focus on philanthropy, Optivest invites clients to explore the possibilities their wealth can provide. The firm aims to deliver personalized financial solutions and insights, ensuring clients can navigate their financial journey with confidence. Generated from the website

Royce Asset Management LLC is a financial services firm based in Dana Point, CA, specializing in investment management and wealth advisory services. With a focus on personalized client relationships, Royce Asset Management LLC offers tailored financial solutions to help individuals and businesses achieve their long-term financial goals. Generated from their business information