Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Greyfox Investors LLC is an independent portfolio and wealth management firm based in Ojai, California. Greyfox was born out of dissatisfaction with the current landscape of the financial industry, where profits are valued over providing sound advice. Unlike brokers we do not accept compensation for selecting certain funds, or make money by trading your account. Our goal is to align our interests with the client; a better way to ensure the client receives objective and sound advice.
Our work is focused in the following three areas:
Helping non-profits and endowments allocate and invest...
Dave Strandberg is founder and Managing Director at the boutique investment management firm Montecito Investment Strategies.
During his successful career in the software industry, Mr. Strandberg founded a company (BullChart.com) that provided technical analysis and stock charts to thousands of investors and subscribers for over 10 years. The charts, technical analysis and algorithms that were created for BullChart.com now form the core of the investment strategies offered by Montecito Investment Strategies.
Clients of Montecito Investment Strategies have access to investment strategies that make...
Lorraine Crawford (CRD# 5287263) is an Investment Advisor Representative working at City National Securities, Inc. in Montecito, CA and has over 10 years of experience in the finance industry.
Sabrina Kranz (CRD# 2529165) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Montecito, CA and has over 22 years of experience in the finance industry.
Amy Macleod (CRD# 5658258) is an Investment Advisor Representative working at Manchester Capital Management LLC in Montecito, CA and has over 7 years of experience in the finance industry.