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Cumbre puts small caps in its crosshairs

By Stephen Nellis / Friday, June 3rd, 2011 / Banking & Finance, Personal Finance, Top Stories / Comments Off on Cumbre puts small caps in its crosshairs

Startup money management firm Cumbre Capital tries to emulate the investing style of Warren Buffet in his younger days.

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By Stephen Nellis / Friday, April 29th, 2011 / Features, Personal Finance, Small Business / Comments Off on Strength in numbers: Thousand Oaks firm taps crowds

Invested.in helps individuals and organizations tap their social networks for funding.

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By Pacific Coast Business Times Staff / Monday, December 27th, 2010 / Banking & Finance, Personal Finance, Top Stories / Comments Off on A decade of taking stock: A Q&A with West Coast Asset Management

Business Times Editor Henry Dubroff interviews Paul Orfalea and Lance Helfert of West Coast Asset Management on investing strategies

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By Marlize van Romburgh / Monday, December 13th, 2010 / Personal Finance / Comments Off on Ventura branch to give Crowell Weedon hat trick in region

Financial services firm Crowell Weedon & Co. will open a Ventura branch less than a year after arriving in Santa Barbara.

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By Marlize van Romburgh / Monday, November 29th, 2010 / Banking & Finance, Personal Finance / Comments Off on Santa Barbara firm set to launch new ETF fund

Santa Barbara-based Peritus Asset Management launches the first actively managed, high-yield ETF in the country on Dec. 3.