EP Wealth Advisors

Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Sertant Capital LLC is a financial services company based in Irvine, CA, specializing in providing equipment financing solutions to businesses across various industries. With a focus on tailored financing options and exceptional customer service, Sertant Capital LLC helps clients acquire the equipment they need to grow and succeed in their respective markets. Generated from their business information

Nexseer Capital is a direct lender with nearly 25 years of experience specializing in equipment financing and project funding for mid-sized and large companies in various industries, including healthcare, construction, and transportation. Acquired by Atalaya Capital Management LP in 2016, Nexseer combines financial strength with innovative solutions to meet complex financing needs that often exceed traditional lending standards. With expertise spanning diverse sectors, Nexseer Capital demonstrates agility and competitive finance structures, effectively navigating challenging situations to deliver results. Their case studies showcase a commitment to transforming complexity into clarity, ensuring that clients benefit from swift, flexible financing solutions tailored to their unique requirements. Generated from the website