Maximus

Red Mountain specializes in providing customized investment banking solutions that focus on optimizing value for middle-market public and private companies. With a team of hands-on veteran dealmakers, the firm emphasizes unparalleled execution and a high standard of client advocacy throughout the process. The company prides itself on offering independent advice shaped by a unique blend of experience as investment bankers, entrepreneurs, investors, and board members. Red Mountain effectively partners with external financial advisors, attorneys, accountants, and private wealth groups to navigate complex M&A, strategic, and financial situations for their clients. 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.

Odyssey Investments is a financial services firm based in Torrance, CA, specializing in investment management and advisory services for individual and institutional clients. With a focus on strategic financial planning and portfolio management, Odyssey Investments aims to help clients achieve their long-term financial goals through a personalized approach to wealth management. Generated from their business information