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Sterling Investment Group is a San Clemente, CA-based company in the Financial Services sector.
Trinity Ventures, LLP is one of the leading companies in the Financial Services sector.
Vining Sparks is nationally and globally recognized as a leading broker/dealer in serving the investment needs of institutional investors. The firm was originally founded by Jim Vining to serve the investment and asset/liability needs of community banks. From an initial staff of 17 people, Vining Sparks has significantly expanded its national footprint. It now employs more than 350 people in 14 offices across the country. The firms diverse customer base totals approximately 4,500 institutional investors and includes banks, savings and loans, credit unions, municipalities, money managers, trust departments, insurance companies, pension funds, and investment advisors. Vining Sparks has nearly $100 million in capital and an annual trading volume exceeding $250 billion with customers located in all 50 states and many foreign countries.
In managing assets, SMDAM emphasizes research and strives to improve and strengthen our research system, which is top level, even for Japan. Based on this system, SMDAM provides clients with a rich diversity of options, from equities and bonds to various asset management products aimed at the global market-such as domestic mid-small caps equities, domestic and international corporate bonds, Asian and Chinese stocks, alternative products, and real estate investment trusts-and we pride ourselves on being able to respond to the diversifying needs of clients with these products.