Maguire teams up with Florida firm
By Marlize van Romburgh / Thursday, August 18th, 2011 / Banking & Finance, Personal Finance, Top Stories / 1 Comment
Maguire Investments of Santa Maria has joined forces with JHS Capital Advisors, a Florida-based asset management firm.
Cumbre puts small caps in its crosshairs
By Stephen Nellis / Friday, June 3rd, 2011 / Banking & Finance, Personal Finance, Top Stories / Comments Off on Cumbre puts small caps in its crosshairs
Startup money management firm Cumbre Capital tries to emulate the investing style of Warren Buffet in his younger days.
Strength in numbers: Thousand Oaks firm taps crowds
By Stephen Nellis / Friday, April 29th, 2011 / Features, Personal Finance, Small Business / Comments Off on Strength in numbers: Thousand Oaks firm taps crowds
Invested.in helps individuals and organizations tap their social networks for funding.
Dealing a new card at First California
By Marlize van Romburgh / Friday, January 14th, 2011 / Banking & Finance, Banking Industry, Personal Finance, Top Stories / Comments Off on Dealing a new card at First California
First California Financial Group’s foray into the prepaid debit card market is a potentially lucrative moneymaker for the banking firm, but also a step into a riskier, increasingly regulated business.
First California to buy into debit card business
By Marlize van Romburgh / Thursday, December 30th, 2010 / Banking & Finance, Banking Industry, Latest news, Personal Finance, Top Stories / Comments Off on First California to buy into debit card business
Westlake Village-based First California Financial Group said Dec. 30 that it will buy the electronic banking division of Palm Desert-based Palm Desert National Bank, allowing it to move into the prepaid debit card market. Terms of the deal were not disclosed.
A decade of taking stock: A Q&A with West Coast Asset Management
By Pacific Coast Business Times Staff / Monday, December 27th, 2010 / Banking & Finance, Personal Finance, Top Stories / Comments Off on A decade of taking stock: A Q&A with West Coast Asset Management
Business Times Editor Henry Dubroff interviews Paul Orfalea and Lance Helfert of West Coast Asset Management on investing strategies
Ventura branch to give Crowell Weedon hat trick in region
By Marlize van Romburgh / Monday, December 13th, 2010 / Personal Finance / Comments Off on Ventura branch to give Crowell Weedon hat trick in region
Financial services firm Crowell Weedon & Co. will open a Ventura branch less than a year after arriving in Santa Barbara.