Partners offers a disciplined approach to managing wealth with an emphasis on diverse, multi-asset class portfolios Portfolio, uses the endowment approach, typically used by major colleges and universities. OPCM portfolios are customized, managed in

relations, marketing, social media and digital agency, with more than 25 years in business. notable LCI clients are: UCSF, Stanford Childrens Hospital, Walmart, Match.com, Merck, Whole Foods MarketNavy, Gap, California Bank & Trust, MetLife, Carrington College, Tripping.com, OnLok Senior Healthcare Services, the