One Capital Management, LLC

One Capital Management, LLC, based in Westlake Village, California, has been providing investment advisory services since 2001. The firm is a registered investment adviser with the U.S. Securities and Exchange Commission. OCM offers wealth management investment services, planning services, sub-advisory services, retirement plan solutions, and advisory consulting services. Clients can expect personalized wealth management services tailored to their individual needs, including discretionary investment services where OCM manages the account on the client's behalf. The firm's investment strategies focus on globally balanced portfolios, blending active management of global large-cap equities with exchange-traded funds and fixed income. OCM charges fees based on a percentage of assets under management, with a minimum initial investment typically set at $500,000, although this minimum may be waived at the firm's discretion. OCM encourages clients to carefully review account statements and provides quarterly reports on account performance. The firm follows a Code of Ethics to ensure professional standards of conduct and compliance with regulations. OCM does not accept performance-based fees, participates in side-by-side management, or engage in soft dollar arrangements. Clients' assets are held by qualified custodians, and OCM has procedures in place to ensure the security and privacy of clients' personal information. The firm also provides proxy voting services on behalf of clients and maintains a policy to address transactional errors promptly and fairly. For more information, visit www.onecapital.com.