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Lucia aquires West Coast Asset Management office, key staff

By   /  Friday, October 17th, 2014  /  Banking & Finance, Latest news, Personal Finance, Top Stories  /  Comments Off on Lucia aquires West Coast Asset Management office, key staff

West Coast Asset Management, the alternative investment firm founded by Paul Orfalea and family member Lance Helfert, is merging with a San Diego-based money manager.

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Merger gives WCAM position in Colorado oil

By   /  Friday, August 2nd, 2013  /  Banking & Finance, Personal Finance, Top Stories  /  Comments Off on Merger gives WCAM position in Colorado oil

This article is only available to Business Times subscribers Subscribers: LOG IN or REGISTER for complete digital access. Not a Subscriber? SUBSCRIBE for full access to our weekly newspaper, online edition and Book of Lists. Check the STATUS of your Subscription Account.

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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

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