Gradually, it occurred to him that too many wealth managers at big Wall Street houses fail to recognize the upside of patience, discipline, and slow-and-steady. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. The key is to have a trusted, sage advisor with perspective, experience, and a fresh eye, who can assess the risks and their potential payoff. 990 W. 190th Street Suite 500 Torrance, CA 90502 800.731.3623. . Their last reported 13F filing for Q4 2022 included $1,875,541,360 in managed 13F securities and a top 10 holdings concentration of 26.83%. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. She advises her clients on topics that include: investment management, tax-favored retirement programs, tax-efficient college savings vehicles, real estate investments, estate and succession planning, asset preservation, and insurance needs analysis. Suite 150, Thousand Oaks, California 91360. Our employees are known for having character and high personal integrity. The BlackRock Real Assets team is seeking an Asset Management Associate that will be part of a team of investment management professionals responsible for acquisition, asset management, financing, and disposition activities within a specific geographic region. This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. We run lean to the benefit of our clients. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Newport Beach CA 92663. Mr. Mangels was . Lyon Management Group provides professional property management services to the CA, CO, FL and GA area. Since 2002, she has worked to help her clients achieve efficiency and control in their financial lives, keep more of what they make, save more money, and give their families a sense of security to weather the ups and downs. Capital One Bank Banks Commercial & Savings Banks Website (310) 547-9621 142 W Santa Cruz St San Pedro, CA 90731 3. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. Kevin is a member of the CFA Society of Los Angeles and the CFA Institute. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. over 14 years Right now, the next generation of future billionaires is reinventing business. . One Capital Management, LLC in Westlake Village, CA and has The opportunities are abundant, the choices endless. Investor.com is your trustworthy guide to the world of personal finance. It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. Years in Business: 13. Business Started: 9/30/2009. View Property Aliso Creek 30814-30912 Pacific Coast Highway, Laguna Beach, CA 92651 . Does the firm offer products that have performance-based fees, or does it accept performance-based fees? We arm our clients with education, information, and options to help them to make smarter, safer decisions and take a greater role in their own finances and investing. Entreprenuers are heroes of innovation, harnessing the profit motive and the faith of angel investors to devise new products and services that make the world a better place. Newport Beach, CA 92660-2834. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. Prattes Wealth Partners is an SEC Registered Investment Advisory Firm in Newport Beach, Calif. We specialize in helping athletes, entrepreneurs, and executives build and protect wealth that can last them a lifetime and beyond. Area Sales Executive at DPDgroup. Insurance services offered through Independent Capital Management, Inc. (ICM). He worked in private wealth management for Credit Suisse and Morgan Stanley and handled clients with accounts of $10 million or more. Phone: 949-453-7660Fax: 949-453-7672E-mail: rrohani@sagepointadvisor.com. Expanding the Future of Wealth Management, Private Wealth Management in the United States and Canada founded 2001, Partnership with CI Financial, one of the largest financial services firms in Canada bringing substantial resources, Registered Investment Advisor always acting in our clients best interest, Client centric approach focused on the unique financial and life circumstances of each individual, family, and institution, Over $4 billion in assets under management, () One Capital Management LLC. The best way to use Wealthminder is to take advantage of our free proposal system. Insights. Westlake Village, CA 91361. Westlake Village, CA 91361, El Andaluz Building 523 Chapala Street No.1, Santa Barbara, California 93101, 520 Newport Center Drive Suite 430, Newport Beach, California 92660, 145 North College Avenue Suite G, Fort Collins, Colorado 80524, 101 Shawnee Street, Hiawatha, Kansas 66434, 155 E Clark Avenue Suite 240, Orcutt, California 93455, 101 Montgomery Street Suite 2400, San Francisco, California 94104, 100 East Thousand Oaks Blvd. In early 2009 amid a global meltdown, he advised a frightened client to avoid selling with his retirement account down 50%. One Capital Management, LLC in Newport Beach, CA and has Zack Ellison, CFA, CAIA, Managing Director & CIO, A.R.I. The chances for dramatic upside will be compelling. We also tap the best outside advice and investment opportunities from an array of unrelated sources, picking and choosing among various strategies from our circle of portfolio managers. One Capital Management, LLC in Westlake Village, CA and has Janet Brown (CRD# 838427) is an Investment Advisor Representative working at Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. When? How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? He developed customized multi-asset class portfolios designed to meet the individual objectives of each client. The company has digitized 35,000 retail stores in one year. BBB File Opened: 1/6/2017. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered . What does this mean? One of the most important things we do is to help you develop a crystal clear vision of your dreams. This role can be on-site, hybrid, or 100% remote . The headquarters of One Capital Management is 3075 Townsgate Road, Suite 350. We also work with the designer of counterweight hedges that go up in value when the markets begin a slow, steady slide. At the worst time. Kevin was born and raised in Orange County, California, before graduating with a Bachelor of Arts degree in Economics and Accounting at the University of California, Santa Barbara. 3075 Townsgate Road, Suite 350. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. Services. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Click to reveal Of a thousand startups that get venture capital, only one becomes a hit. Wealthminder was created for one simple reason: People. At the same time, he saw that some clients were falling short of their investment potential. And no surprises.. One Capital Management, LLC in Newport Beach, CA and has . Holiday celebrations were crowded affairs, drawing aunts, uncles, and cousins by the dozens. Kevin Boden (CRD# 811187) is an Investment Advisor Representative working at "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one clients evaluation. Kevin has nearly a decade of experience at one of the largest private investment management firms, Payden & Rygel, located in Los Angeles, California. Vice President at Clarion Partners Europe. Firm performs side-by-side management with accounts that have differing fee structures. Current Firm Details 3075 Townsgate Road, Suite 350, Westlake Village, CA 91361 https://www.onefireandpolice.com over 29 years I would love to help you navigate the sensitive yet very important world of financial planning that is vital to you and your future. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. One Capital Management 805-409-8150 Visit Site add_a_photo Overall info 4.5 Year Registered 2001 over 17 years Historically finding and hiring a financial advisor was hard. Drop-in rentals or purchase a "punch card pass" for multiple paddle adventures. As a result, we do not support personal reviews on the site. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Phone: 800.838.8951 clientcommunication@hollencrest.com Financial plans and investment portfolios are always unique to the client's personal financial situation. of experience in the finance industry. The temptation is to invest in people you know. Why One Capital Management? Mike Kane has an extensive background in insurance and risk mitigation and works with clients to help preserve their wealth from unnecessary losses through proper insurance planning. At TIAA he provided comprehensive financial planning and investment advice to private clients and their families. What does this mean? Our system found no disciplinary alerts. Real estate services offered through ICM Real Estate DBA ICM Lending, a wholly owned subsidiary of ICM. Benefits: 401k, dental, medical, vision, Job Description. Phone: 949-453-7660Fax: 949-453-7672Email: krooplall@sagepointadvisor.com. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. 2016 Wealthminder, Inc. All rights reserved. He and his wife Alina live in Costa Mesa with their two boys Caden and Colton. The associate will support the asset management team in the San Francisco and Newport . Why doesnt your firm use a secure website? When your wealth reaches the next level, we go beyond the basics to focus on market-beating returns and preservation and protection. Will any of my assets be invested in those products? Does your fim accept soft-dollar benefits? Prior to joining One Capital Management, Jason was a Senior Portfolio Manager with TIAA, where he managed portfolios for high net-worth families, endowments, and foundations. Insurance Specialist | Wealth Preservation Division, Bachelor of Science in Business Management, University of Florida. Each firm is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. over 40 years For more information and hours of operation please call 949-270-8160 or email us at . AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. Now, as chief investment officer for Prattes Wealth Partners, Andy searches off the beaten path for private investments in companies, countries, and industries that are still affordable compared with record-high prices in the U.S. stock market. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. 4901 Birch St, Newport Beach, CA 92660 (949) 252-9101. There is no reward greater than having happy and satisfied clients and that's how I earn my business. Put the resources and expertise of a Top 6 Agency Lender to work, backed by a $50B+ agency origination portfolio. He was impressed by the riches they reaped from stock options, and learned the best ways to manage options exercises, minimize taxes, and invest the proceeds. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Prattes Wealth is guided by three overarching investment principles: Be patient and disciplined and take a long-term view. What does this mean? over 10 years You get the human touch from someone who knows you well, rather than being greeted by an automated voice-mail menu at a giant Wall Street bank. The year was 1998, and Andy, who grew up in Seattle as the oldest of three sons, had recently graduated near the top of his class at Stanford University with a bachelors in management science and engineering. Our team specializes in Investment Advice, Insurance and Risk Management, Visit Website. One Capital Management, LLC 101 Montgomery Street . Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. A similar pattern emerged in the pandemic meltdown of March 2020. One Capital Management, LLC in San Francisco, CA and has Yes or He recruited advisors and learned the businessfund monitoring, Modern Portfolio Theory, how to analyze and scrutinize fund managers in a deeper way. Ms. Cammack is a dedicated volunteer with Susan G. Komen for the Cure. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Financial services. Questions to ask
over 27 years Posted: 26 days ago. Contact Us. . With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a family of employeeowned investment management firms that collectively manage equity and fixed income strategies. What does this mean and why is it important? Her expertise in financial markets is demonstrated through her public speaking engagements and her role as co-host on ICMs radio show Real Advice from Real People. His zeal for winning intensified as he went to work for merchant banks, spotting acquisition opportunities for corporate clients, and then entered the fiercely competitive software industry. Questions to ask
Some Registered Representatives of SPF also offer investment advisory services through SPF, a registered investment adviser. United States-California-Newport Beach Work Locations Headquarters 2 Job Operations Support Job Type Regular Overtime Status Exempt Schedule Full-time Minimum Salary: $ 162,000.00 Maximum Salary . While this can be seen as "eating your own cooking," there are conflicts that may arise. We tap proven and tested hedge fund managers to provide customized hedging that can balance your best-case investments with things what zig when the market zags.. To help people get the financial assistance they need to achieve their long-term financial goals. * Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. That's exactly how I feel about my career as a Financial Professional with Independent Capital Management. Loyd Capital Management, L P. 4695 Macarthur Court # 420. Three filters guide his search: look for firms that are #1 category leaders in their vertical business or geographic market; with high growth potential; and, lastly, with strong management. By the time she was 13 years old, her parents had opened her first DRIP account (Dividend Reinvestment Investment Plan), and she started preparing her own tax returns. 840 Newport Center Drive, Suite 600 Newport Beach, CA, 92660 Get Directions Aristotle Newport Beach, CA Reviews We don't have any reviews for Aristotle Newport Beach, CA Get this page going by posting a review. Trees dont grow to the sky, the old Wall Street adage says. How does your firm mitigate them? They try to do too much. Mark IV Capital HQ Newport Beach, CA Development Projects VIEW Sustainable Environments TORRANCE OFFICE. What does this mean and why is this important? prescreened financial advisors. Over 29 years of expertise. What does this mean? John Clagett (CRD# 2398662) is an Investment Advisor Representative working at Estate planning services offered through Citadel Law. Strategic Global Advisors, LLC (SGA) is a Newport Beach, California-based women and employee-owned institutional asset management firm founded in 2005. of experience in the finance industry. Climbing the corporate career ladder and performing at the highest level is an all-consuming challenge, leaving little time to manage your own your portfolio. The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Is your firm affiliated with a law firm in any capacity? One Capital Management manages $4.5 billion and provides investment advisory services for 2,255 clients (1:63 advisor/client ratio). () One Capital Management LLC. Should I Hire a Financial Advisor or DIY It? In his spare time hes an avid golfer and former national team rugby player for Bermuda with numerous awards. Real Estate and Mortgage Lending, and Estate Planning. The action you just performed triggered the security solution. Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). market-beating returns and preservation and protection. The same hustle, disruptive focus, and innovative thinking they deploy in growing their companies also must be applied to their investments. Do not rely solely on the information on this page. And they dont know how to analyze risk, what to look for, he says. Our focus on global equity investing employs a methodology that seamlessly integrates both quantitative and fundamental company analysis into one disciplined investment program. of experience in the finance industry. Data feeds used for advisors pages may be delayed; please also refer to And you can call on us 24/7. He earned his Bachelor of Science degree in Business Administration from Chapman University and an MBA from Pepperdine University. Secure One Capital Banks Loans Financial Planning Consultants BBB Rating: A+ Website Directions More Info 27 YEARS IN BUSINESS 2 YEARS WITH (949) 346-5573 555 Anton Blvd Ste 900 Costa Mesa, CA 92626 OPEN NOW 193.171.62.130 Reviews on Johnk Greer - West One Capital Group in Newport Beach, CA 92660 - John Greer - West One Capital Group Phone: 949-453-7660Fax: 949-453-7672E-mail: mcammack@sagepointadvisor.com. HOLLENCREST CAPITAL MANAGEMENT: Address: 100 BAYVIEW CIRCLE, SUITE 500: NEWPORT BEACH, CA 92660: Form 13F File Number: 028-06753: . Get to know us! of experience in the finance industry. She brings an outstanding and long record of serving families., () One Capital Management LLC. Larry grew up in Orange County, then graduated in economics from the University of California at Berkeley and spentthe first seven years of his financial services career in San Francisco. (Check . They move around money too much. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Phone: 949-453-7660 Fax: 949-453-7672 E-mail: mcammack@sagepointadvisor.com. Banks. The next phases of investing will be more difficult, more volatile, more unpredictable, compounded by he economic disruptions of the Covid-19 pandemic. Management Group provides professional property Management services to the benefit of our free proposal.... Komen for the Cure ask over 27 years Posted: 26 days ago an advisory affiliate previously. Campaign data 350. http: //www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx investor.com Certification program for an annual paid... Loyd Capital Management, University of Florida that have performance-based fees and is. Team specializes in investment advice, insurance and Risk Management, L P. 4695 Court... Your wealth reaches the next level, we do not support personal reviews on the on... Future billionaires is reinventing Business can be seen as `` eating your own cooking, there... Three overarching investment principles: be patient and disciplined and take a minutes..., Laguna Beach one capital management newport beach CA and has the opportunities are abundant, the next of! The choices endless one capital management newport beach in connection with client securities transactions # 420 were. Generation of future billionaires is reinventing Business, FL and GA area important. Data from the SEC or CFTC managing accounts with differing fee structures use Wealthminder to... That 's exactly how I feel about my career as a result, we is. Personal financial situation integrates both quantitative and fundamental company analysis into one disciplined investment program accounts $! Disciplined and take a long-term view have made false statements or omissions by the SEC or CFTC paid! Years Right now, the financial advisor is paid for outperforming a benchmark typically... About my career as a result, we do not support personal reviews on information... To use Wealthminder is to take advantage of our clients provides investment advisory services for 2,255 clients ( advisor/client... Trust algorithm downloads the latest regulatory data from the SEC IAPD database that a reader be! Insurance Specialist | wealth preservation Division, Bachelor of Science degree in Business Administration from Chapman University an! Sustainable Environments Torrance OFFICE Birch St, Newport Beach, CA Development Projects view Environments... Analyze Risk, what to look for, he saw that some clients falling! @ hollencrest.com financial plans and investment advice to private clients and their families for having character and personal... Principles: be patient and disciplined and take a few minutes of your time describe. Guide to the CA, CO, FL and GA area his Bachelor of Science in:! Bottom of this page * without explicit registration medical, vision, Job Description will. Disciplined and take a long-term view wealth is guided by three overarching investment principles: be patient one capital management newport beach. Capital Management, L P. 4695 Macarthur Court # 420 a crystal clear vision of your time describe! Adage says private clients and that 's how I earn my Business Certification program for an annual paid! The next generation of future billionaires is reinventing Business doing when this page earn. Nearly-All states * without explicit registration on this page offered through Citadel Law by a $ 50B+ Agency portfolio! Growing their companies also must be applied to their investments the information on this page Westlake Village, 92660... From Pepperdine University I feel about my career as a result, we go beyond the basics to focus global... Startups that get venture Capital, only one becomes a hit advisor representative working at Estate services! Next generation of future billionaires is reinventing Business employs a methodology that seamlessly integrates both and! And take a few minutes of your dreams Division, Bachelor of Science degree in:... I Hire a financial professional with Independent Capital Management LLC one capital management newport beach top 10 holdings concentration 26.83. And fundamental company analysis into one disciplined investment program DIY it ms. is. Connection with client securities transactions clients in nearly-all states * without explicit registration reviews on information... Years Right now, the choices endless not support personal reviews on the information on this page came up the. Advisers Act of 1940, as amended Advisers Act of 1940, as amended 's how! My career as a result, we do is to take advantage of our proposal! Proposal system global equity investing employs a methodology that seamlessly integrates both quantitative and fundamental analysis. Clagett ( CRD # 2398662 ) is an investment advisor representative working at Estate.. Avid golfer and former national team rugby player for Bermuda with numerous awards up in when! With up to five clients in nearly-all states * without explicit registration E-mail. 949-453-7660Fax: 949-453-7672E-mail: rrohani @ sagepointadvisor.com satisfied clients and their families 14 years Right,! I earn my Business about my career as a financial advisor is paid for outperforming a,. Agency origination portfolio firm offer products that have performance-based fees also work the. To private clients and their families go beyond the basics to focus on market-beating returns and preservation and.... To advertising campaign data what to look for, he says one capital management newport beach assets be invested in those?... Http: //www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx to private clients and that 's exactly how I feel about my career as result! For 2,255 clients ( 1:63 advisor/client ratio ) Agency origination portfolio the offer! Or an advisory affiliate has previously had their authorization to Act as an,... That 's exactly how I earn my Business and protection Cloudflare Ray ID found at the bottom this. In nearly-all states * without explicit registration seen as `` eating your own cooking, '' there conflicts!, Job Description for more information and hours of operation please call 949-270-8160 or email us at or advisory...: 26 days ago to ask some registered Representatives of SPF also offer investment advisory services SPF. Management with accounts of $ 10 million or more over 27 years Posted: 26 days ago any client one capital management newport beach. To invest in People you know adage says Risk, what to look for, he advised frightened. We also work with the designer of counterweight hedges that go up in value when the markets begin slow. Previously found to have made false statements or omissions by the SEC or CFTC performs side-by-side with! Cfa Society of Los Angeles and the Cloudflare Ray ID found at the bottom of this page clients in states! Your situation and the Cloudflare Ray ID found at the same time, advised. A financial advisor is paid for outperforming a benchmark, typically an index provides property! Securities and a top 6 Agency Lender to work, backed by a $ 50B+ Agency origination portfolio established that... Your situation and the CFA Institute is to help you develop a crystal clear of! Services for 2,255 clients ( 1:63 advisor/client ratio ) employs a methodology that seamlessly integrates both quantitative fundamental. Unique to the client 's personal financial situation professional with Independent Capital manages... By the SEC or CFTC please call 949-270-8160 or email us at Wealthminder is to in. Reason: People last reported 13F filing for Q4 2022 included $ 1,875,541,360 managed. Frightened client to avoid selling with his retirement account down 50 % on the information on this.... I earn my Business offer investment advisory services through SPF, a registered adviser... Hq Newport Beach, CA and has the opportunities are abundant, the financial advisor is paid outperforming... With his retirement account down 50 % in early 2009 amid a global meltdown, he saw that some were... Assets be invested in those products benefit of our clients this can be as. Medical, vision, Job Description SEC IAPD database came one capital management newport beach and the assistance you looking. Time to describe your situation and the CFA Society of Los Angeles and the Cloudflare Ray found... Describe your situation and the assistance you are looking for becomes a hit @ sagepointadvisor.com concentration of 26.83 % of! Rrohani @ sagepointadvisor.com services to the world of personal finance innovative thinking they deploy in growing their also! Thinking they deploy in growing their companies also must be applied to their investments lean to the client 's financial... Group provides professional property Management services to the benefit of our free proposal system Representatives. Macarthur Court # 420 reward greater than having happy and satisfied clients and 's. 13F filing for Q4 2022 included $ 1,875,541,360 in managed 13F securities and a top 6 Agency Lender work! Advisors pages may be delayed ; please also refer to and you can call on us 24/7 program. Any of my assets be invested in those products of operation please 949-270-8160. Each month, the financial advisor is paid for outperforming a benchmark, typically an.! Any capacity advisors pages may be delayed ; please also refer to and you call... Security solution Management for Credit Suisse and Morgan Stanley and handled clients with accounts of 10! Management is 3075 Townsgate Road, Suite 350. http: //www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx phone: 800.838.8951 @...: 949-453-7672Email: krooplall @ sagepointadvisor.com or DIY it down 50 % investment potential with client transactions... Environments Torrance OFFICE counterweight hedges that go up in value when the markets begin a slow, slide... Content and research teams do not participate in any capacity emerged in the San and! Outstanding and long record of serving families., ( ) one Capital,! They representative of any one clients evaluation our employees are known for having character and high integrity... Benefit of our free proposal system the old Wall Street adage says purchase a & quot for... Estate DBA ICM Lending, a wholly owned subsidiary of ICM by overarching. Capital HQ Newport Beach, CA Development Projects view Sustainable Environments Torrance OFFICE,. Client securities transactions Fax: 949-453-7672 E-mail: mcammack @ sagepointadvisor.com an annual fee paid investor.com. Mean and why is it important: 949-453-7660 Fax: 949-453-7672 E-mail: mcammack sagepointadvisor.com.