Wealth Alliance

Meketa Investment Group, based in Carlsbad, CA, is an independent and employee-owned investment consulting firm that has been providing strategic advice and execution services for over 40 years. They serve a diverse range of clients, including corporations, public funds, and healthcare organizations, focusing on delivering tailored solutions that drive positive investment outcomes. With a commitment to integrity and client partnership, Meketa emphasizes building long-term relationships that result in meaningful impacts on people's lives. Their expertise spans various areas, including fiduciary management, marketable alternatives, and private markets, ensuring that clients achieve their investment goals through creative thinking and deep industry knowledge. Generated from the website

Founded in 1976, WCM Investment Management is located in Laguna Beach, Calif. It is an employee owned company, which has been providing equity investment advisory services. The firm focuses on fundamental, original equity research for portfolio returns. WCM Investment Management provides client-specific services to a variety of clients including corporations, private individuals, public funds, Taft-Hartley plans, endowments and foundations. The firm makes use of focused growth equity, small cap value equity and focused growth investment equity strategies to assists its clients. Captrust Advisors of Tampa awarded a $3.5 MM mandate to WCM Investment Management s focused growth international strategy.