Founded in 2002, Carmel Capital Partners is an independent investment advisory firm based in San Diego, California. The firm was established by former senior executives from major Wall Street firms with the goal of providing objective, client-focused investment management. They adhere to a value-oriented investment philosophy, focusing on long-term capital appreciation and the preservation of capital. The firm provides tailored wealth management solutions and investment strategies for a clientele of high-net-worth individuals, families, trusts, and foundations.

Founded in

United States