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Occam Capital Management is a Pittsford, NY-based company in the Financial Services sector.
This information is directed at investors of a professional, sophisticated or wholesale nature and not the retail market. The information has been prepared for general information purposes only and is intended to provide a summary of the subject matter covered. It does not purport to be comprehensive or to give advice. Who we are We are a global asset management business with experience across a wide range of asset classes and specialist industry sectors. What we do We manage assets across a diverse range of global asset classes, including international sector equities, fixed income and credit, alternatives, multi-asset, emerging markets, property securities and listed and direct infrastructure investments. Our brands First State Investments, also known as First Sentier Investors in Australia, is a member of MUFG, a global financial group. Our business includes Stewart Investors, a pioneer in emerging market equities and sustainable investing, and FSSA Investment Managers, our leading Asian equities investor. Dedicated global asset manager Being a global asset management business allows us to focus on our key strengths as investors, while developing a performance culture to better position us to attract and retain talented personnel who will underpin the performance of our clients` investments. We are committed to the principles of responsible investment and have been signatories to the United Nation`s Principles for Responsible Investment (also referred to as PRI) since 2007.
Sendero® is a boutique, independent partner-led firm created to help families focus on navigating wealth and the complexities surrounding wealth. Each of the Sendero® partners bring decades of professional and personal experience to situations. In addition to having a deeply experienced and sophisticated investment team, we have developed the expertise to deal with complex, multi-generational family needs. Incorporating institutional practices allows us to create a disciplined and thoughtful approach to the significant challenges that families face. We create a sustainable, repeatable, long-term plan for our clients that include public and private investments, acquisition and disposition of business and personal assets, risk management, family office management, family foundation management and multi-generational legacy training. In addition, we have developed a dedicated program that focuses on women.
Capital Property Management is a Portland, OR-based company in the Financial Services sector.
QTV Capital is a Saratoga, CA-based company in the Financial Services sector.