Clindata Insight Inc

Rittmann Capital Management is an independent registered investment advisory firm based in Moraga, CA. Established in 1987, they specialize in providing asset management services for individuals, trusts and estates, and corporate retirement and profit sharing plans, with a focus on long-term, tax-efficient money management. Their investment style involves actively identifying sustainable investment trends and selecting high-quality companies that exhibit strong business franchises, experienced management teams, and favorable long-term prospects. They utilize fundamental investment analysis to anticipate changes in investment value and accelerating earnings growth, and their portfolio includes investments in large, medium, and small capitalization companies, as well as foreign stocks when economic and political policy changes accelerate growth rates in emerging economies.Generated from the website

Gaskin Wealth Management (GWM) is a Registered Investment Advisor located in Moraga, CA, dedicated to putting clients' financial needs first through a fiduciary standard. They offer a range of services including investment management, fixed income strategies, and socially responsible investing, aiming to enhance portfolio performance while managing risks effectively. Understanding the evolving landscape of retirement planning, GWM emphasizes the importance of professional management for 401k accounts, which have become essential for retirement income. Their approach is to provide clients with tailored investment options and comprehensive financial education, ensuring informed decision-making for optimal outcomes. Generated from the website