Wedbush Asset Management strives to provide first-class value-added, services to its clients and Financial Advisors, as well as state-of-the-art technology and a robust, yet unique, product offering. WAM has entered into various strategic relationships to best serve its clients and Financial Advisors.
Founded in 1955, Wedbush Securities is a leading investment firm that provides brokerage, clearing, investment banking, equity research, public finance, fixed income, sales and trading, and asset management to individual, institutional, and corporate clients. Headquartered in Los Angeles, with nearly 100 offices nationwide, the firm focuses on a dedication to quality service, client financial safety, continuity, and advanced technology. Wedbush Securities is the largest subsidiary of holding company WEDBUSH, Inc., which also includes affiliated firms Wedbush Capital Partners and Lime Brokerage, LLC.
WEDBUSH, Inc. is a leading financial services and investment firm that, through its holdings, provides private and institutional brokerage, investment banking, equity research, fixed income, clearing, sponsored-access and execution, private capital, commercial banking, and asset management, to individual, institutional, and issuing clients. Founded in 1955, the firm's largest holding, Wedbush Securities, is one of the largest full-service investment banking and brokerage firms headquartered in the western United States, with nearly 100 offices nationwide. WEDBUSH is devoted to delivering its clients dedicated service, financial safety, continuity, and advanced technology. WEDBUSH, Inc. includes affiliated firms Wedbush Capital Partners and Lime Brokerage, LLC.
Van Hulzen Asset Management
Van Hulzen Asset Management is a Registered Investment Adviser based in Northern California that services both institutional and individual clients. Van Hulzen offers a holistic approach to wealth management, incorporating a client's full balance sheet and life goals into every aspect of their financial plan. The Van Hulzen team are also experienced portfolio managers, with long-term track records in tactical asset allocation, US equities, global equities, covered calls, and US corporate and municipal bonds. www.vaminvest.com
Chelsea Management Company
Founded in 1971, Chelsea Management Company provides independent investment counsel, with over $600 million in assets managed. The primary focus is equity-oriented and fixed income accounts. Its team of financial experts adheres to a disciplined approach that yields time-tested results.
The firm caters to individuals, insurance companies, endowment funds, religious organizations, employee benefit plans, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and corporations. Chelsea Management Company is based in Los Angeles, California. http://www.chelseamanagement.com/