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

One Capital Management, LLC's headquarters in Westlake Village, CA, United States

Don McDonald

Dan Stridsberg

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

This department focuses on managing client relationships and ensuring customer satisfaction.

Client Services

This department is responsible for overseeing and managing investment portfolios to optimize performance and achieve financial goals.

Portfolio Management

The Leadership Team at One Capital Management, LLC is responsible for setting the strategic direction of the company, driving business growth, and maintaining the firm's commitment to delivering exceptional wealth management services. Comprising top executives, including Managing Directors, the President, and Partners, the team ensures alignment with the firm's core beliefs of advanced wealth enhancement, protection, and transfer while overseeing portfolio strategy and managing client relationships globally.

Leadership Team

This department oversees the strategic direction and overall management of the organization.

Executive Leadership

This department focuses on strategic marketing initiatives and media broadcasting to enhance brand visibility and audience engagement.

One Capital Management, LLC

Org chart

Teams

Wealth Management

Client Services

Portfolio Management

Leadership Team

Executive Leadership

Marketing and Media

Offices

One Capital Management, LLC

Org chart

Teams

Wealth Management

Client Services

Portfolio Management

Leadership Team

Executive Leadership

Marketing and Media

Offices

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