WE ARE PLEASED TO ANNOUNCE

SHERI ANN T. CHANG YAMAGUCHI
MANAGING DIRECTOR
Honolulu

CRAIG VALDES
MANAGING DIRECTOR
San Francisco

CINDY PHONG
ASSOCIATE | CLIENT SERVICES
Honolulu

have joined the firm to enhance our wealth management capabilities and expand our presence in San Francisco and into Hawaiʻi

One Capital Management

Expanding the Future of Wealth Management

Why One Capital Management?

Global Presence

Private Wealth Management in the United States and Canada founded 2001

Stability

Partnership with CI Financial, one of the largest financial services firms in Canada bringing substantial resources

Fiduciaries

Registered Investment Advisor – always acting in our clients’ best interest

Bespoke Private Client Investment Management

Client centric approach focused on the unique financial and life circumstances of each individual, family, and institution

$5.8 Billion

Over $5.8 billion in assets under management

Track Record

27 years of outstanding results

What Defines Us