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 Compliance and Client Experience Team at One Capital Management, LLC ensures adherence to regulatory standards while enhancing client satisfaction. The team manages compliance processes to meet legal requirements and implements strategies to improve client interactions, aiming to provide a seamless and compliant investment management experience tailored to each client's unique needs.

Compliance and Client Experience Team

Wealth Management

Leadership Team

Compliance and Client Experience Team

About

Team members

Other teams at One Capital Management, LLC

Wealth Management

Leadership Team