Find investment advisors in Santa Barbara

Equity Management - Separately managed equity portfolio management. We actively manage a diversified portfolio of 35-50 holdings across market capitalizations. The approach utilizes in-house fundamental research and exhibits high active share. This strategy has been in place since 2010 and has provided attractive absolute and risk adjusted rates of

BERGQUIST WANG is a boutique firm with the mission of providing highly-personalized, comprehensive, and fee-only financial planning and investment advisory services to clients seeking creative solutions to their unique individual situations. By performing the intensive and specialized work necessary, we assist our clients in achieving their long-term

Santa Barbara Investment Company is a family owned business that has been in the Real Estate Investment, Property Management and Development industry since 1973. Although based in Santa Barbara, CA the company owns and manages commercial and residential properties across the nation. Over the years, Santa Barbara Investment Company has accumulated a