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Westport was founded in 2005 by Russel Bernard and a core team of principals who collectively have over 100 years of Real Estate investment management, operating, consulting, and brokerage services experience. Our senior investment professionals have worked together for an average of nearly 20 years – at Westport for over a decade and previously at Oaktree, where Mr. Bernard led that firm’s global real estate investment business for 10 years. As an independent firm specializing exclusively in opportunistic real estate investing, Westport focuses on generating consistently attractive risk-adjusted returns through a wide range of value-added transactions, distressed assets, financial securities, off-market situations, operating partnerships, development opportunities both domestically and internationally, and `hands-on` solutions to complex situations on behalf of our investors. Westport operates from offices in: Wilton, Connecticut; Los Angeles, California; London, England; and Bozeman, Montana. Together with our investment teams, the firm’s Legal, Compliance, Operations, Accounting, Investor Relations, and Administrative professionals work in close partnership to ensure the institutional quality and rigorous standards of Westport`s investment products, client services, operating partners and our organization overall.
El Cajon Federal Credit Union is a El Cajon, CA-based company in the Financial Services sector.
Guzman and Company is a Miami, FL-based company in the Financial Services sector.
Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina. We provide financial planning and investment management services for business owners and their families. For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. Named to Barron`s “Top 100 Independent Wealth Advisors,” Financial Times` “300 Top Registered Investment Advisors,” and Pensions and Investments` “Best Places to Work in Money Management,” we have been recognized locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients. The opinions expressed herein are those of Balentine, LLC (“Balentine”) and are subject to change without notice. Balentine social media posts are provided for information purposes only and should not be considered investment advice or recommendation to purchase or sell any particular security, product or service. Balentine posts are based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data. Past performance is no guarantee of future results. Balentine does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Balentine`s social media sites. Any comments or opinions posted by another user should be attributed to that user and not Balentine. Balentine, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Balentine`s investment advisory services can be found in its Form ADV Part 2, which is available upon request.