Finance
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Investment Management - Asset, Fund Management
Wealth Management,  Portfolio Management,  Private Banking
Napa Valley, San Francisco North Bay, Ca. USA

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The business of investment management has several facets,

 including the employment of professional fund managers, research (of individual assets and asset classes), dealing, settlement, marketing, internal auditing, and the preparation of reports for clients. The largest financial fund managers are firms that exhibit all the complexity their size demands. Apart from the people who bring in the money (marketers) and the people who direct investment (the fund managers), there are compliance staff (to ensure accord with legislative and regulatory constraints), internal auditors of various kinds (to examine internal systems and controls), financial controllers (to account for the institutions' own money and costs), computer experts, and "back office" employees (to track and record transactions and fund valuations for up to thousands of clients per institution).
 

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Alphabetical Listings

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Adams Financial Svc
1606 Main St, Napa, CA 707 259-5465

Dowse Securities Management
1303 Jefferson St # 400A, Napa, CA 707 224-7546

First Choice Realty
1553 2nd St, Napa, CA 707 252-2400

Green Tree Capitol
135 Camino Dorado, Napa, CA 707 251-0994

Harrington Investments Inc
1001 2nd St # 325, Napa, CA 707 252-6166

Hearth Capital Management
1001 2nd St # 325, Napa, CA 707 252-3179

K & A Asset Management LLC 

702 Trancas St # 200, Napa, CA 707 963-2107

Lamson Investment Corp
806 W Imola Ave, Napa, CA 707 253-0767

Mel Varrelman & Assoc
1417 Railroad Ave, St Helena, CA 707 963-1040

Mc Cuen Investment Group
1836 2nd St, Napa, CA 707 252-1343
 
 
 
 
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