Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs.
The core of our beliefs is that wealth management is executed most effectively when advanced planning - a focus on wealth enhancement, wealth protection, and wealth transfer is coupled with investment management.
Company Details
- Employees
- 83
- Founded
- -
- Address
- 3075 Townsgate Road,
- Phone
- 805-409-8150
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- onecapital.com
- Keywords
- Wealth Management, Advanced Planning, Wealth Protection, Investment Management, Retirement Planning, Wealth Transfer.
- HQ
- Westlake Village, California
One Capital Management, Llc Questions
One Capital Management, Llc's helpline number is 805-409-8150
One Capital Management, Llc's website is onecapital.com
One Capital Management, Llc's LinkedIn profile is https://www.linkedin.com/company/one-capital-management-llc
One Capital Management, Llc has
83 employees.
View email and phone details for 83
employees at One Capital Management, Llc.
One Capital Management, Llc's industry is
Investment Management
One Capital Management, Llc's top competitors are
One Capital Financial,
Capital One,
Vista Equity Partners,
One Capital,
Planmember Financial Corporation,
Strive,
Onecapital,
Occidental College Blyth Fund,
Oakbank Capital Group,
One Capital.
One Capital Management, Llc's categories are Investment Management
One Capital Management, Llc's founding year is 2001
