CERTIS CAPITAL MANAGEMENT

Certis Capital Management is a Registered Investment Advisory firm founded in 2005 as a dedicated office for a family based in California's Central Valley. Since then, Certis has opened its doors to a small number of families who can benefit from the specialized services we offer. As our clientele has grown, so has our team with each new team member bringing a new area of expertise to our firm and creating a company with a trusted pedigree and a diverse set of skills. The senior team members have decades of experience in equity and fixed income investment management, private equity investing, valuation, venture capital investing, real estate investment and analysis, insurance evaluation, estate planning, generational wealth transfer issues and accounting. The breadth of professional experience in each of these areas has strengthened Certis while adding to the depth of service we are able to offer... Our clients are a diverse group whose wealth comes from very different sources. Each..

Also known as: Certis Capital Management, Inc.

Primary location: Santa Barbara United States