Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients'​ unique needs. 

The core of our beliefs is that wealth management is executed most effectively when advanced planning - a focus on wealth enhancement, wealth protection, and wealth transfer is coupled with investment management.

Investment Management

One Capital Management, LLC

Dan Stridsberg

Jessica Hughes

Jeff Smith

Brad M. Barrett

Patrick Bowen

Tammy Turner

Shelley Myer

Jason Nahoul Cmt

Bill McDonnell

Tom Marostica

The Wealth Management team at One Capital Management, LLC specializes in providing comprehensive financial planning and investment management services tailored to private families, endowments, foundations, tax-exempt organizations, and retirement plans. The team is dedicated to enhancing, protecting, and transferring wealth by developing customized portfolio strategies that align with the unique needs and goals of each client. Team members collaborate to ensure both advanced planning and efficient portfolio management, resulting in holistic and effective wealth management solutions.

Wealth Management

Leadership Team

Compliance and Client Experience Team

Wealth Management

About

Team members

Other teams at One Capital Management, LLC

Leadership Team

Compliance and Client Experience Team