Capital Investment Management

Capital Investment Management

At Capital Investment Management, we are committed to offering an alternative to the impersonal financial services available on the market. We believe in personalizing the services we provide by taking the time to understand our clients' needs. Our goal is to offer a personalized experience that puts our clients first.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Praxis Capital and Investment Management

Praxis Capital and Investment Management is an organization dedicated to providing quality and tailored financial services for its clients. Our team consists of a centralized, experienced and knowledgeable group that is driven by the client’s individual goals and objectives. We strive to offer a personalized and comprehensive service that is designed to meet the specific needs of each of our clients. Whether it is an individual or a larger institution, we are committed to assisting you in reaching your financial goals. We pride ourselves on our client-oriented approach and commitment to delivering results. Our team is experienced in the areas of capital management, risk management, portfolio optimization, asset allocation, and investment strategies. With our expertise, we can assist you in devising a plan that balances risk and return, while also understanding the current market environment and your individual needs.

Personal Investment Management

Personal Investment Management (PIM) has been providing asset management and financial advice to individuals, families and related entities since 1984. Our mission is to provide our clients with the peace of mind that comes from knowing that their hard-earned assets are being professionally managed and that they are on the right track toward achieving their financial goals and realizing their life dreams. Our experienced team of professionals has over 35 years of expertise in the area of financial services, offering comprehensive solutions for all of our clients' needs. We use the latest technology and sophisticated investment strategies to make sure our clients’ investments are secure and are working for them. Our services cover everything from retirement planning, insurance, estate planning and more.

Vision Capital Investment Management

Our product is the customized investment management service.  For individuals, we can provide services for different types of investment portfolios such as individual or family investment accounts, education accounts, and various IRA accounts such as traditional, Roth or SEP-IRA.   We can provide investment management services for company or organization retirement plans and profit sharing plans.  In conjunction with other SRI retirement plan providers, we can offer self directed 401(k) programs.

Creative Capital Management Investments

Creative Capital Management Investments (CCMI) is a San Diego-based fee-only financial advisory firm that has been providing personalized and proactive financial planning and investment management services to individuals, families, and business owners for over 35 years. Our mission is to always put our clients' needs first and provide them with the peace of mind they deserve. The team at CCMI consists of experienced professionals who use their knowledge and expertise to help our clients navigate their financial journey. We offer comprehensive services such as investment management, retirement planning, estate planning, insurance planning, tax planning, and more. Our commitment to our clients is to provide top-notch advice and quality service.

Wittman Capital Management Investment & Estate Counsel

Wittman Capital Management Investment & Estate Counsel is an organization that provides guidance and assistance to families in making sound financial decisions. Our team of experienced professionals offer a wide range of services, ranging from tax planning and compliance to family education on financial and estate planning matters, as well as assistance with loan portfolios and risk management. We also provide personal banking services, such as daily cash management and money market funds sweep. Furthermore, we are able to facilitate family meetings, administer gift programs, and manage internal investments, employee benefits and other tax-sensitive issues. At Wittman Capital Management Investment & Estate Counsel we strive to align our clients’ assets with their goals, while adhering to fiduciary compliance and due diligence for individual trustees. Our team of experts has extensive experience in accounting for administrative expenses, professional fees and other related issues. We are committed to helping individuals and families make informed financial decisions.

Obsidian Capital Investments

Obsidian Capital Investments is a commercial business performance management firm. We assist business that face credit and cash flow challenges. We specialize in working with Franchisors and Franchisees but help many other businesses that are non franchised. Our goal is very specific, that is to HELP as many business owners improve their situation through education on what banks-lenders are looking for and how to establish corporate credit while learning the importance of separating your personal credit with your business credit. When it comes to establishing corporate credit to obtain unsecured credit lines, operating capital, equipment financing, consumer financing and much more, Obsidian is your go to company. We take your security VERY Serious and have strict security protocols in place to protect your businesses information. We work diligent and fast to provide you with the solutions your business needs to take it to the next level. Contact us today to obtain your no obligation hassle free Strategy Session and mini SWOT analysis to see where your business stacks up to your competition.

Harris & Associates

Harris & Associates is an independent investment advisory firm with specialties in personal finances, investment management, executive benefits and estate planning. Since 1992, we have been privileged to provide our clients with sound advice and exceptional strategies to help them achieve their financial goals. Harris & Associates specializes in: * Comprehensive Financial Planning * Retirement & Investment Advice * Fee-Based Portfolio Management * Estate Planning * Business Advisory & Executive Benefits Consulting We have a culture that is grounded in ethics and are focused on delivering a fiduciary standard of service to all our clients. When you work with Harris & Associates, you will always get our best advice, free from the conflicts of interest.