Barry Philip Julien

Oakhurst Capital Management LLC (OCA) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2019 and jointly owned by Lido Advisors LLC and Rowhouse Capital Partners LLC. OCA provides investment management services to mutual funds and through separately managed accounts.

First Western Capital Management Co. (FWCM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Warren Olsen in 2010 and is a subsidiary of Lido Advisors LLC, which is owned by Lido Advisors Holdings LLC. FWCM provides investment solutions to a variety of clients.

Founded in 2002 by Warren Olsen and Scott Wylie, First Western Investment Management, Inc. is a registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of First Western Financial, Inc. Their clients include North American foundations, endowments and pension plans. First Western Investment Management also acts as sub-advisor to a number of institutional clients

Stonebridge Capital Management, Inc. (Stonebridge) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Julian Weiss in 1946. Stonebridge specializes in the management of growth equity portfolios for institutional investors and high net-worth individuals.

McKee Investment Management Co., Inc. (MIM) is a Los Angeles-based registered investment advisor that offers customized equity and fixed-income management for institutional and individual clients.