Equity Management Group

Oak Asset Management, located in Westlake Village, CA, provides a comprehensive range of investment advisory services, including portfolio management, retirement income analysis, and risk analysis. With additional offices in Flagstaff, AZ, and Las Vegas, NV, the firm focuses on customized strategies to meet the diverse needs of its clients at various stages of their financial journeys. Dedicated to client education and engagement, Oak Asset Management offers complimentary Get Acquainted meetings to assess how their services can best support potential clients. As a Registered Investment Adviser, the firm emphasizes the importance of proper licensing and provides an informative platform while acknowledging the inherent risks of investing. Generated from the website

In an industry obsessed with numbers, we’re more interested in you. To us, your life is a story, not a spreadsheet. Which is why we begin with a discovery session that doesn’t end until your complete personal and financial picture comes into focus. Through our elegant, proprietary service model we map out your key concerns and address them in a holistic way, mindful of what’s best for you and your family. Creating a custom financial framework built on trust and long-term gain is more than smart planning, it’s our process.

Marlin Management Co LLC is a global investment firm based in El Segundo, CA, specializing in software and technology investments. With over 20 years of experience, Marlin focuses on building strategic value and empowering management teams to drive growth across their portfolio companies. The firm is recognized for its operational support and strategic insights, partnering with businesses to enhance their product visions and market positions. Marlin's dedication to its clients is evident in its flexible capital deployment and commitment to fostering long-term success in the technology sector. Generated from the website