JB
Janet Brown
Managing Director at One Capital Management,
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Work Experience
Managing Director
Feb 2022 - Present · 2 years and 11 months
President
Jan 1978 - Feb 2022 · 44 years and 1 months
NoLoad FundX
Publisher
Jan 1978 - Feb 2022 · 44 years and 1 months
Company Details
51-200 Employees
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
Social Media
LinkedinTwitter
Industry
Investment Management
HQ Location
3075 Townsgate Road Suite 350 Westlake Village, California 91361, US
Keywords
Wealth ManagementAdvanced PlanningWealth ProtectionInvestment ManagementRetirement Planningand Wealth Transfer
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