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Founded over three decades ago to provide discount custody of brokerage accounts, Schwab has become one of the world leaders with over $1.3 trillion in client assets. As a member of their Schwab Advisor Network®, Mission Wealth has been providing a full suite of planning and advisory services to clients who require additional and more sophisticated planning resources since 2003. |
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With more than $3 trillion in total customer assets, Fidelity is one of the world’s largest providers of financial services for 20 million individuals and institutions. Mission Wealth Managment has chosen Fidelity Investments (Fidelity) to custody your assets to help ensure that your investments will be entrusted to a financial management leader that brings a high level of service, support, and protection to help you achieve your financial objectives. |
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As an approved advisor for Dimensional Fund Advisors (DFA), Mission Wealth can utilize their mutual funds in our portfolio construction. DFA specializes in investment products that are intended to take advantage of small cap, value, and trading premiums as identified by the Nobel Prize winning research of economist such as Eugene Fama and Ken French. Their enhanced index structure is a low cost and efficient compliment to our existing Core-Satellite portfolio construction process. Mission Wealth utilizes DFA ongoing for portfolio construction guidance, research, and analysis. |
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Mission Wealth utilizes the resources of Russell, a leader in global investment strategies, advising on more than $1.8 trillion in assets to over 1600 clients in 35 countries. MWM’s clients enjoy the same research and investment solutions as those utilized by pension plans and foundations such as AT&T, Bill & Melinda Gates Foundation, General Motors, Toyota and others. |
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Mission Wealth Management LLC integrates the resources and research available at Goldman Sachs Investment Company to help formulate dynamic investment strategies for our clients. Goldman Sachs’ ongoing assistance in the portfolio construction process also ensures that Mission Wealth remains focused on delivering portfolios with appropriate diversification and suitable risk/reward outlook. Finally, with thousands of analysts providing data at both the macroeconomic and company/industry specific level, Goldman Sachs’ research is valuable in helping us assess the future prospects for individual companies and the global economy. |
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National Planning Corporation (NPC) is our broker-dealer which was created specifically for the independent Investment Professional. Built on a foundation of industry expertise and technology initiatives, they offer product research, compliance due diligence, and innovative planning solutions to enhance MWM`s service offerings and depth of resource for our clients. |
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SEI Investments is a leading global provider of asset management and investment technology solutions which help assist our clients create and manage wealth. They administer $288 billion in mutual fund and pooled assets, manage almost $120 billion in assets, process almost $50 trillion of investment transactions annually and operate 22 offices in 11 countries. |
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RBC Capital Markets was founded in 1869 and has $770 Billion in assets. RBC offers Mission Wealth access to a wide range of municipal , corporate, and government bonds for execution on behalf of our clients fixed income portfolios. RBC has 6,300 employees worldwide across 15 different countries and offers Mission Wealth’s clients a depth of resource within fixed income trading, research, and analysis. |
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De La Rosa & Co. is a regional municipal dealer with a niche focus on California bonds. The firm underwrites new issues primarily within Southern California and has extensive resources in the secondary market offering a broad inventory of general obligation bonds, housing bonds, certificates of participation, revenue bonds, tax allocation bonds, and special assessment/tax bonds. EJ De La Rosa offers Mission Wealth’s clients a depth of resource within fixed income trading, research, and analysis. |
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The firm’s diverse underwriting experience encompasses general obligation bonds, housing bonds, certificates of participation, revenue bonds, tax allocation bonds, and special assessment/special tax bonds. Stifel Nicolaus trades and underwrites $7 to $8 billion of local government securities annually, predominantly in California, making it one of the leading regional municipal finance firms in the State. |
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Established in 1979, Advisors Asset Management works exclusively with financial professionals in the fixed income arena specializing in fixed income products, portfolio analysis and investment strategies. In addition to our own inventory, we are a premier online resource that gives you access to thousands of institutional bond offerings from hundreds of broker/dealers nationwide. |
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Morgan Stanley works with independent registered invesment advisors specializing in fixed income products, portfolio analysis and investment strategies. In addition to their own inventory of bonds, they are a resource that gives access to thousands of institutional bond offerings from hundreds of broker/dealers nationwide. |
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Today the mortgage loan has become a sophisticated investment tool with many variations and a properly structured mortgage can be a key factor for someone to achieve their financial goals. By working with top mortgage professionals at OnQ, we help to make sure the mortgage the client has fits into their overall long and short term financial plan and we work together to be a resource for the client’s overall financial health. |
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CSI offers comprehensive property and casualty/personal liability consultation and placement. Specializing in high net worth families, they represent every major insurance carrier with a defined and proactive service model commitment. |
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Interested in getting started? Please call Dannell Stuart at (805) 690-3850 or email her at dstuart@missionwealth.com.
Please Note: Mission Wealth, NPC, and the other abovementioned companies are separate and unrelated. Mission Wealth has listed our “Stategic Partners” strictly as a courtesy to you. When you link to any of the web sites provided herewith, you are leaving this site. Mission Wealth makes no representations as to the completeness or accuracy of the information provided at these sites, nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our web site and assume total responsibility and risk for your use of the site to which you are linking.