One Capital Management,

Investment Management · 51 Employees
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About
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.
Year Founded
2001
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Industry
Investment Management
HQ Location
3075 Townsgate Road Suite 350 Westlake Village, California 91361, US
Keywords
Wealth ManagementAdvanced PlanningWealth ProtectionInvestment ManagementRetirement Planningand Wealth Transfer
Location
  • 3075 Townsgate Road Suite 350 Westlake Village, California 91361, US

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