Carneros Capital Management

Violich Capital Management is a San Francisco-based investment firm specializing in wealth management and financial planning services. With a focus on providing personalized solutions for high-net-worth individuals and families, Violich Capital Management aims to help clients achieve their financial goals and secure their financial future. Generated from their website's infomation

Legato Capital Management LLC is an investment management firm based in San Francisco, dedicated to creating multi-manager portfolios that aim to deliver competitive risk-adjusted returns. The firm emphasizes a commitment to client service and the strategic integration of entrepreneurial talent to enhance institutional investment performance. With a philosophy grounded in combining diverse, high-conviction investment strategies, Legato prioritizes the production of risk-adjusted alpha while ensuring industry-leading client support. The firm's core values include maintaining high ethical standards, valuing client interests, fostering diversity of thought, and promoting mutual respect within the workplace. Generated from the website

Bleeck Financial Management Inc. is an independent advisory firm located in Burlingame, CA, dedicated to helping clients achieve their financial goals without the conflicts of interest commonly found in larger Wall Street firms. With a focus on high-net-worth individuals, the firm offers personalized service, ensuring that each client is treated as a valued partner rather than just another account number. As a boutique advisory, Bleeck Financial Management prides itself on its commitment to integrity and intelligent advice, allowing clients the freedom to receive tailored financial recommendations. The firm emphasizes the importance of excellent service and thorough research, ensuring that clients' investments are consistently monitored and managed effectively. Generated from the website