Swander Pace Capital

Rittmann Capital Management is an independent registered investment advisory firm based in Moraga, CA. Established in 1987, they specialize in providing asset management services for individuals, trusts and estates, and corporate retirement and profit sharing plans, with a focus on long-term, tax-efficient money management. Their investment style involves actively identifying sustainable investment trends and selecting high-quality companies that exhibit strong business franchises, experienced management teams, and favorable long-term prospects. They utilize fundamental investment analysis to anticipate changes in investment value and accelerating earnings growth, and their portfolio includes investments in large, medium, and small capitalization companies, as well as foreign stocks when economic and political policy changes accelerate growth rates in emerging economies.Generated from the website

CalBay Investments Inc. is a financial services firm located in Danville, California, specializing in retirement and income planning. The company aims to provide clear financial strategies tailored to meet the unique needs of each client, leveraging an experienced team, broad resources, and independent research. Recognized by prestigious publications, CalBay Investments has received accolades such as being named to Barron's America's Top 1,200 Advisors and Forbes Best-in-State Wealth Advisors. Their commitment to client-centered service ensures that individuals receive honest and comprehensive financial planning to sustain their desired lifestyle and achieve their financial goals. Generated from the website