Aperio Group LLC

BScott Grooms, Certified Financial Planner?Proactive and Comprehensive ServicebrFinancial Planning by Certified AnalystbrRetirementbrEstate and Tax Planningbr*Investment Advisory ServiceASSOCIATIONbrSecurities and Financial Planning Services Offered Through Linsco Private Ledger, Member NASD SIPCB

Meritas Wealth Management LLC, located in Larkspur, CA, specializes in creating personalized financial plans that help clients realize their hopes and dreams. The firm emphasizes a collaborative approach, guiding clients through the complexities of financial planning while ensuring they feel informed and confident in their investment strategies. Targeting executives and individuals who value a tailored financial experience, Meritas focuses on understanding each client's unique needs and preferences. Their commitment to peace of mind allows clients to explore various options and choose the best path for their financial future. Generated from the website

Welcome to Passport CapitalPassport Capital LLC is a San Francisco based, global investment firm founded by John H. Burbank III in 2000. The firm manages approximately $4.4 billion in assets. Passport's investment process uses a combination of macroeconomic analyses to develop major themes and rigorous fundamental research on individual companies to create global portfolios. The firm's investment team focuses on the following areas: Agriculture, Basic Materials, Consumer, Energy, Financial Services, Healthcare, Capital Markets, Internet / Technology, India and Middle East & North Africa. As appropriate, the firm makes available to its investors co-investment opportunities.Passport Capital is a federally registered investment advisor with the United States Securities and Exchange Commission.