One Capital Management, LLC Email Format

Investment ManagementCalifornia, United States51-200 Employees

One Capital Management, LLC is a global investment management firm established in 2001 and based in Westlake Village, California. It manages portfolios for private families, endowments, foundations, tax-exempt organizations, and retirement plans, serving clients across the United States, Canada, and Europe. The firm's approach links investment strategy with advanced planning focused on wealth enhancement, protection, and transfer, tailored to each client's circumstances. Positioning itself within the investment management industry, it serves a diverse, cross-border client base with a holistic view that integrates planning with portfolio construction. In 2023, Barron's named One Capital Management among its Top 100 registered investment advisors, reflecting recognition within the advisory community. The firm operates from California with a mid-sized team dedicated to serving its client mix.

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