Founded by Dr. Burton G. Malkiel, author of "A Random Walk Down Wall Street," Occidental Asset Management (OCCAM) is an investment advisory firm specializing in wealth management for a select group of high-net-worth individuals, families, and foundations. The firm's philosophy is rooted in creating diversified, tax-efficient portfolios designed for long-term growth. They emphasize a disciplined, evidence-based approach to investing, combining principles of Modern Portfolio Theory with strategic asset allocation.

Founded in

United States