September 27, 2016 5:48 AM ET

Capital Markets

Company Overview of Destination Wealth Management

Company Overview

Destination Wealth Management is an employee owned investment manager. The firm also provides wealth management services including tax planning, estate planning, retirement planning, and additional planning services to its clients. It primarily provides its services to individuals. The firm also caters to high net worth individuals, pension and profit sharing plans, and charitable organizations. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm invests in the public equity, fixed income, and alternative investments markets across the globe. It invests in value and growth stocks of small cap, mid cap, and large cap companies. For the fixed income porti...

1255 Treat Boulevard

Suite 900

Walnut Creek, CA 94597

United States

Founded in 1986

Phone:

925-935-2900

Fax:

925-935-1808

Key Executives for Destination Wealth Management

Chief Executive Officer, Founder, and Chairman of Investment Strategy Board
Age: 56
President and Managing Principal
Managing Director and Senior Partner of Wealth and Investment Strategy Communications
President of Institutional Division, Chief Investment Strategist, and Portfolio Manager
Senior Vice President, Senior Investment Analyst, and Multi-Sector Research Analyst
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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