Capital Asset Management

Capital Asset Management

Capital Asset Management of Oklahoma City is a professional investment management firm that provides financial advice and planning to help customers achieve their goals. Our team of certified financial planners assist clients with their future retirement plans, wealth management, 401K management, and more. We strive to provide our customers with the best advice and plans to make smart decisions with their money now, to ensure they have a comfortable retirement in the future.We offer a variety of services, including retirement planning, business start-up support, and 401K guidance. Our experienced advisors are here to guide you through life's milestones, whether it’s starting a family, transitioning out of the military, or launching your first job. We will work with you to create a comprehensive plan that meets your needs and goals.

Homewood Asset Management & Realty

Homewood Asset Management & Realty is a locally owned and operated business with over a decade of experience in real estate and property management. Our team is dedicated to providing clients with personalized service and attention to detail to ensure that their rental investments are as profitable as possible. We provide a range of services, including real estate and property management, to help our clients make the most of their income properties. Our staff is available to assist Monday through Friday, 9am - 5pm, as well as on weekends by appointment. Additionally, we offer 24/7 emergency services and our fee structure includes no charge for setup. With our expertise and commitment to customer satisfaction, let us take care of your rental properties so you can enjoy the profits.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Apex Capital Management

Apex Capital Management provides investment advisory services to our clients with the goal of achieving positive returns with substantially less volatility than the traditional markets. Our approach combines multiple investment strategies, which seek low correlation to traditional asset classes and markets, while providing liquidity and transparency. Prior to managing any investments, we conduct an in-depth interview with each potential client in order to tailor portfolios to their individual characteristics. We are experienced in different methods of analysis, including quantitative, fundamental, top down and bottom up, which we use to determine how to allocate assets based on the chosen investment strategy. In addition, prevailing economic conditions, risk measures and our judgment of where we are in the economic cycle are all taken into account when weighing the potential risks and opportunities associated with a portfolio.

Parabolic Asset Management - San Diego Financial Advisor

At Parabolic Asset Management, we provide experienced financial services to help you protect and grow your wealth. We specialize in automatic investments that limit losses from the market, as well as bond alternatives that reduce exposure to rising interest rates. In addition, we offer free financial planning and simulations to ensure your retirement path is on track. Our team of professionals has over 20 years of investment management experience, led by CFA Charterholder Rainier Trinidad. He has the distinction of being one of the few investment managers to successfully navigate through the 2008 Financial Crisis. We are Fee Only advisors, held to the Fiduciary Standard, and we never accept third-party incentives to maintain objectivity. Our goal is to provide the lowest-cost solutions for our clients to meet their investment goals.

Park Avenue Asset Management

Park Avenue Asset Management Inc. is a privately-owned brokerage firm based in New York City, a global financial hub. They are advocates of managed futures as part of a diversified portfolio to reduce risk and bring greater balance to investments. With years of experience in this field, they are well-versed in providing clients with a low-correlation asset class. The team at Park Avenue provides a wide range of services tailored to the needs of their clients. From introducing brokers to managed futures, their knowledgeable staff have the capabilities to assist in all aspects of financial services. Their expertise and reliable support ensure that clients are able to confidently and effectively manage their investments.

Saratoga Capital Management

Saratoga Capital Management, LLC is a team of professionals who manage the mutual funds in Saratoga Advantage Trust. They are dedicated to providing sound advice and secure investments to their customers. The team consists of experienced professionals with a strong understanding of the markets and financial instruments. Their services include portfolio management, risk management, asset allocation, and financial planning. They strive to ensure that their clients have the best possible return on investments while minimizing risks. Furthermore, they are committed to staying up to date on the latest market trends and utilizing the most advanced technology to ensure maximum returns. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Fortuna Asset Management

Fortuna Asset Management is an all-inclusive real estate service provider for investors. We provide a wide range of services such as property management, acquisition, development, adaptive reuse and asset management. Our team is composed of professionals with decades of collective experience in the fields of real estate planning, development, management, customer service and financial record keeping. Our expertise covers a variety of property types including commercial, residential, office, industrial, retail and residential multi-family. We act as a fiduciary representative to our clients and take great care in independently reviewing and managing the external service providers associated with the property. This includes on-site managers, leasing agents, accountants, construction managers, contractors, real estate tax consultants, brokers, lenders, legal counsel, appraisers and security companies. Our mission is to deliver quality services that meet and exceed the expectations of our clients.

Cruz Capital Management LP

Cruz Capital Management LP is an international asset manager and fund provider with offices in the US, Cayman Islands, and Europe. We are dedicated to providing the highest quality of service to our clients and corporate partners. Our experienced portfolio managers and industry experts specialize in alternative investments and managed fund strategies to produce strong returns across multiple asset classes. Our team follows a close-monitoring approach for each portfolio, combining our investment professionals' expertise with sophisticated risk management processes. We build trustful relationships with our clients and offer tailored services to meet their needs. We strive to surpass expectations through our global structure, client services, and sustainable outperformance.