giving back
We believe strongly in community involvement and we take pride in being a member of the greater San Diego community. Team members support local and national non-profit organizations with their time, talent and treasure, including serving on several boards and investment committees. Many are also actively involved in women’s and youth activities that foster academic, artistic, athletic and/or career development. Our Giving Back Committee is responsible for identifying local and national organizations for the firm to support that align with our mission and foster employee engagement.
See us in service

Lisa Wheatley Speaks at the CFA Society of LA and CAIA 2018 Hedge Fund Symposium

On Wednesday, May 23, Lisa Wheatley, Senior Analyst and Portfolio Manager for Healthcare Opportunities, will be sharing her insights on the healthcare market at the CFA Society of Los Angeles and CAIA 2018 Hedge Fund Symposium.  Being held at the Intercontinental Hotel in Century City, 4:00-7:00 pm, the event also features an allocator’s panel with representatives […]

Catherine Nicholas speaks at Rady School of Management at UCSD

March 15, 2018. The Masters in Finance Program at the Rady School of Management at UCSD invites Catherine Nicholas to share her philosophy on investing in dynamically growing small- and mid-cap companies and current outlook on the capital markets.
we support
100 Women in Finance
AIMSE
CFA Society of San Diego
Girls Who Invest
National Association of Securities Professionals (NASP)
Women in Institutional Investments Network (WIIN)
we VOLUNTEER
American Quarter Horse Association (AQHA)
Boys and Girls Club of Douglas, Wyoming
Community Resource Center of North County San Diego
Friends of Scott
Just In Time for Foster Youth
La Jolla Country Day School, Finance Committee
New York Cares
Reality Changers
Sharp HealthCare, Finance Committee
Stand Up To Cancer
UCSD, Economic Leadership Council
USC Marshall School of Business, Board of Leaders