Menu
PacPremier
Magic Hour
Montecito
SoCal Gas
Loading...
You are here:  Home  >  'wealth management'  -  Page 2
Latest

Nuveen shakes up leadership at Santa Barbara Asset Management

By   /  Friday, February 22nd, 2013  /  Banking & Finance, Latest news, Personal Finance  /  Comments Off on Nuveen shakes up leadership at Santa Barbara Asset Management

A restructuring and management shakeup is afoot at the largest wealth management firm in the Tri-Counties. Michael Mayfield, CEO and co-chief investment officer of Santa Barbara Asset Management, is retiring from the firm effective March 1, after 18 years there. During that time, he helped SBAM more than double its assets under management, to $5.3 Read More →

Read More →
Latest

Op/ed: Planning can help protect your life, business and family when disaster strikes

By   /  Friday, July 6th, 2012  /  Op/Eds, Opinion  /  Comments Off on Op/ed: Planning can help protect your life, business and family when disaster strikes

By Jean-Luc Bourdon on July 6, 2012 With fires threatening major cities in Colorado this summer and with dry conditions across the Tri-Counties, it’s time for business owners and managers to reassess their preparedness for disaster. The purpose of planning is to strategically pursue best-case scenarios while preventing worst-case scenarios. Which matters most? According to Read More →

Read More →
Latest

Ringing in retirement: Santa Barbara firms team up on baby boomer effort

By   /  Friday, April 27th, 2012  /  Banking & Finance, Features, Personal Finance, Technology  /  Comments Off on Ringing in retirement: Santa Barbara firms team up on baby boomer effort

You know what age you’d like to retire at, but you’ve probably averted your eyes from the horrors of your 401(k) in recent years. But when will you actually be able to retire? And what if the answer contains three digits? Those are the questions that FreeRetirementReport.com, the brainchild of veteran Santa Barbara asset manager Read More →

Read More →
Latest

A decade of taking stock: A Q&A with West Coast Asset Management

By   /  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

Read More →
Latest

Santa Barbara firm set to launch new ETF fund

By   /  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.

Read More →