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 The California Capital Management team leverages a rich set of experiences, perspectives and skills across all layers of the financial planning process to deliver exceptional advice and service to our clientele. Our team offers unbiased research, leading-edge technology and non-proprietary products to help clients achieve their financial goals.
Bringing over thirty years of experience in the financial advisory field to their practice, Brad Salo and Greg Zedlar, owners of California Capital Management, specialize in Asset Management. This includes investments in areas such as mutual funds, individual stocks and bonds, ETF’s, REIT’s, annuities, alternative investments such as hedge funds and cash instruments.
While California Capital Management is selective about the clients it agrees to advise, the firm strives to work with each and every individual or business that is referred to the practice. In some cases, the discipline and commitment of a new client is more important, initially, than their income and net worth.
To serve their clients in the most effective way possible, Greg and Brad work closely together offering complementary skills and perspectives. This team approach helps to ensure that every recommendation affecting a client's situation is an appropriate one. It also helps to ensure that someone with authority and knowledge is always available to answer questions and make recommendations when opportunities arise. It is common for many of our clientele to work with both Brad and Greg during the course of a normal year.
California Capital Management employs a wide variety of strategies utilizing the most thorough research and innovative technology available within the industry. These resources complement and expand the expertise of the advisors and staff. Advanced technology has allowed our investment strategies to keep pace with the fast changing conditions that are a fact of today's domestic and global markets.
California Capital Management continually cultivates a reputation for providing a sophisticated level of financial planning to its clients in the United States and abroad. The group is proud of its reputation for client satisfaction and believes each client deserves the best the group has to offer. The company also maintains an extensive network of professional advisors who can be utilized to assist a client whose needs do not fall within the corporation's specialties. |
