We are proud to announce the opening of our Newport Beach Office

Welcome to

Welcome to

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

$3 Billion

Approximately $3 billion in assets

Track Record

25 years of outstanding results

What Defines Us!