Financial Foresight Group

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.

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.

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.

McGowan Group Asset Management

McGowan Group Asset Management, Inc. is a Dallas-based firm that was founded in 2001 as a federally registered investment advisory. The company provides investment advice and assistance to individuals, trusts, estates, and corporations, ranging from pension and profit sharing plans to other business entities. McGowan Group specializes in building a diverse portfolio for its clients, helping them achieve consistent cash flow for retirement, growth of their businesses, or trust funds. The team of professionals includes certified investment management analysts and private wealth advisors, offering an array of services to meet the unique needs of each client. 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.

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.

Wilsey Asset Management

At Wilsey Asset Management, our mission is to provide clients with attractive returns on their investments through a prudent and common sense strategy. Our founder and President, Brent Wilsey, has over 30 years of investing experience and applies the age-old technique of buying low and selling high when making decisions based on financial statements. We don't allow emotions to get in the way and stick to our motto of "No Emotions, Just Results". All investment decisions are made by Brent and his money is invested in the same way as yours - without any sales commissions, but only an advisory fee based on account value. 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.

WaterRock Global Asset Management

At WaterRock Global Asset Management, LLC. we are registered investment advisors in WA, OR, CA, AZ, & FL., and may only transact business in states where we are registered or exempt from registration. We specialize in investment management for a variety of clients, including gay couples, individuals who work for large companies, and business owners. We understand the complexities of asset transference rules when it comes to working with gay couples and strive to assemble a team of experts who can help. Individuals that work for large companies such as Boeing, Microsoft, Amazon, etc. often have restricted stock grants, stock options, retirement plans (401k), and employee stock purchase plans. At WaterRock, we take the time to educate ourselves on these benefit plans so that we can maximize the potential of these investments. Business owners make up the bulk of our client base, whether they are wealth creators through deliberate planning, or have taken over due to the death or disability of the principle owner. If you would like to learn more about how WaterRock Global Asset Management can help you with your investment needs, please do not hesitate to contact us. We look forward to having a conversation with you.

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.