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    Fund Management Company Sunnyvale Near Me

    Altos Realty Advisors, Inc. Fidelity Investments SRE Asset Management, Inc Bay Street Capital Holdings
    Sunnyvale > Financial planner > Fund management company Sunnyvale

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    1. Rivermark Wealth Management - Certified Financial Planner Sunnyvale - Sunnyvale

    路 6 reviews

    640 W California Ave Suite 210, Sunnyvale, CA 94086

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    1. 1. Partnered with Falcon Wealth: Together, we offer expert investment advice and personalized financial planning solutions.
    2. 2. Spreadsheets to stories: Our unique approach connects financial data with your life goals, making planning more engaging and effective.
    3. 3. Financial literacy champion: Our commitment to community education sets us apart, empowering you to make informed decisions for a happier financial future.
    4. 4. Do-it-yourself friendly: We support self-starters with tailored guidance, bridging the gap between independent efforts and professional expertise.
    5. 5. Ethical and transparent: We prioritize your best interests, providing unbiased advice and always recommending consultation with your tax/legal advisor.

    2. Altos Realty Advisors, Inc.

    Verified

    Verified
    路 40 reviews

    114 S Sunnyvale Ave, Sunnyvale, CA 94086

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    1. 1. Expert property management from a team with decades of experience - since 1978.
    2. 2. Comprehensive rental services for residential and commercial properties, tailored to your needs.
    3. 3. Avoid common pitfalls of self-management with our personalized, results-driven approach.
    4. 4. Balancing tenant and owner needs for minimal vacancies, steady income, and well-maintained properties.
    5. 5. Rave reviews from satisfied clients, including prompt communication and efficient maintenance services.

    3. Fidelity Investments - Sunnyvale

    路 25 reviews

    398 W El Camino Real Suite 102, Sunnyvale, CA 94087

    Address Website WhatsApp
    1. 1. Expert financial planning with personalized goals-matching, provided by our dedicated advisors such as Sheela Sukhdeo.
    2. 2. Comprehensive wealth management services, tailored to your needs, ensuring a secure financial future for retirement and beyond.
    3. 3. Prompt and patient problem-solving, as demonstrated by our responsive representatives like McRae, Julio, and Diaz.
    4. 4. In-depth product knowledge and strong network connections within Fidelity, as shared by our experienced advisors, such as Stephen Crowell.
    5. 5. Culturally aware and compassionate approach, as shown by our advisors, such as Sheela Sukhdeo, who understand and cater to diverse client needs.

    4. SRE Asset Management, Inc

    路 16 reviews

    812 Pollard Rd UNIT 7, Los Gatos, CA 95032

    Address Website WhatsApp
    1. 1. Full-service property management and brokerage firm, handling everything from single-family homes to commercial properties.
    2. 2. Industry-leading online software provides real-time access to owner reports and resident services, ensuring transparency.
    3. 3. Tailored management services with stringent standards, designed to maximize the value of client investments.
    4. 4. Led by local real estate experts with diverse backgrounds in property management, brokerage, land-use, construction, and development.
    5. 5. Founded by a seasoned real estate professional with hands-on experience in acquisition, design, development, construction, property management, and brokerage.

    5. Fuller & Thaler Asset Management - San Mateo

    路 3 reviews

    411 Borel Ave # 300, San Mateo, CA 94402

    Address Website WhatsApp
    1. 1. Revolutionary investment strategies by Nobel Prize-winning economists' behavioral finance approach.
    2. 2. Exclusively institutional focus, dedicated to serving US-based organizations and their financial goals.
    3. 3. Strict no-social-media policy ensuring secure, professional communication, protecting clients from scams.
    4. 4. State-specific compliance with investment advisory regulations, guaranteeing legal transparency.
    5. 5. Personalized asset management tailored to your unique institutional needs, fostering growth and stability.

    6. Lilac Management Group Inc

    路 19 reviews

    830 Stewart Dr, Sunnyvale, CA 94085

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    7. ACE Property Management, Inc.

    路 4 reviews

    1290 Kifer Rd STE 309, Sunnyvale, CA 94086

    Address Website WhatsApp
    1. 1. Innovative property management for over 40 years, dedicated to maintaining and increasing home value.
    2. 2. Going the extra mile in customer service, creating a true family atmosphere in every community.
    3. 3. Prompt and clear communication with homeowners, ensuring organized and efficient HOA meetings.
    4. 4. Proactive problem-solving, obtaining multiple quotes and following up with agencies for the best results.
    5. 5. Committed to helping homeowners, assisting with issues beyond HOA responsibilities for added peace of mind.

    8. Stanford Management Company (SMC)

    路 1 reviews

    Gunn Building, 645 Knight Way, Stanford, CA 94305

    Address Website
    1. 1. Expert investment management by Stanford University's own office, ensuring long-term support for the university's academic mission.
    2. 2. Invest in the Stanford Endowment, contributing to groundbreaking research, world-class faculty, and student financial aid.
    3. 3. Benefit from the stewardship of the Merged Pool, including a significant portion of Stanford's investable endowment assets.
    4. 4. Gain access to exclusive investment opportunities managed by Stanford Management Company, backed by the university's reputation and resources.
    5. 5. Partner with a trusted and experienced team, overseen by a Board of Directors appointed by the University's Board of Trustees, for your investment needs.

    9. Bay Street Capital Holdings

    路 27 reviews
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    1. 1. At Bay Street Capital Holdings, we prioritize your financial security with our fiduciary investment services, ensuring the utmost care and stewardship of your capital.
    2. 2. Our comprehensive wealth management services cater to individuals, families, and institutions, offering a tailored approach to building and preserving your financial future.
    3. 3. Trust and transparency are at the heart of our operations, as we uphold the highest standards of integrity and honesty in every client interaction.
    4. 4. With a focus on alternative asset classes, our investment strategy aims to reduce risk, enhance returns, and empower the next generation of diversified investors.
    5. 5. Experience exceptional corporate responsibility and unparalleled commitment to client success with our dedicated leadership team, working towards a unified purpose of improving financial security.

    10. Biagini Properties Inc

    路 15 reviews

    333 W El Camino Real # 240, Sunnyvale, CA 94087

    Address Website WhatsApp
    1. 1. Managing 80+ retail properties with 700+ tenants across the San Francisco Bay Area to California Central Valley.
    2. 2. Over 1,850,000 leasable square feet and 150+ leasing transactions completed annually, ensuring expertise in meeting your needs.
    3. 3. Involved in 1,000,000 sq ft of retail commercial space development since 1976, demonstrating our long-term commitment and experience.
    4. 4. Proactive, hands-on management approach, fostering successful merchants, increasing property values, and improving cash flow.
    5. 5. Full-service brokerage department for buyers, sellers, and exchangers of retail, automotive, or office investments, ensuring comprehensive services.
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    Welcome to ForCaliforniaLovers, your ultimate guide to the finest investment service providers in Sunnyvale. We understand the importance of finding the right fund management company to safeguard your financial future. Our platform is dedicated to curating a comprehensive list of the best businesses in Sunnyvale that excel in investment services. Whether you are a seasoned investor or just starting your journey, we have got you covered. Explore our handpicked selection of top-notch fund management companies that offer expert advice, personalized strategies, and exceptional returns. With ForCaliforniaLovers, you can make informed decisions and entrust your investments to professionals who understand the dynamic market trends of Sunnyvale. Discover the perfect match for your financial goals and embark on a prosperous investment journey with confidence. Start exploring today and unlock a world of opportunities with our trusted partners in Sunnyvale.


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