Waterford Investment Company, LLC, A CA LLC Company

Metis Global Partners LLC is an independent, employee-owned firm based in San Diego, CA, specializing in global and international equity investments across a wide range of company sizes. With a disciplined value approach and a team of experienced professionals, they combine fundamental, long-term value investing with a systematic bias-averse process to create active, alpha-seeking portfolios. Driven by a philosophy of consistent valuation-driven decisions and free from behavioral biases, Metis Global Partners focuses on the unique drivers of 60 global industries, spanning developed, emerging, and frontier markets. Their intellectual heritage of fundamental value investing is complemented by their expertise in managing a systematic process that seeks to take advantage of behavioral biases rather than succumbing to them.Generated from the website

WFA Wealth Managers is a trusted financial advisory firm located in San Diego CA. Specializing in personalized wealth management they offer tailored investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships WFA Wealth Managers combines expertise and local knowledge to provide exceptional service in a vibrant coastal city. Generated from this place's information

Ameriprise Financial Advisors in San Diego, CA, is dedicated to helping clients achieve their financial goals through personalized one-to-one financial advice. With a vast network of over 10,000 advisors, they offer tailored recommendations, ongoing portfolio management, and access to digital tools to support clients in navigating their financial journeys. The company prides itself on understanding individual client needs and values, as reflected in its multiple recognitions as a Top Performer in customer satisfaction. Ameriprise advisors bring a range of specialized qualifications that include certifications in asset management, estate planning, and fiduciary practices, ensuring a comprehensive approach to financial planning. Generated from the website