Reflecting the unique goals of our clients
Stonnington Group is an investment advisor, brokerage and investment banking firm based in Woodland Hills, California; just northwest of Los Angeles.We are committed to providing objective and independent advice as well as highly personalized wealth management services to our clients.
Our approach: Customized investment and financial planning solutions that reflect our clients' unique goals and help achieve desired investment outcomes. In addition to utilizing outside investment managers on behalf of our clients, we also construct investment portfolios for our clients investing directly on their behalf, in stocks, bonds and mutual funds and private equity assets. Our clients maintain their accounts primarily with Pershing, Fidelity and Schwab.
Our investment banking services are provided through M/Cap Advisors, and Ocean Park Advisors, both of which are unaffiliated companies. These two firms help clients raise capital and provide mergers and acquisition advisory services. Their teams have transactional experience totaling over $20 billion for companies on four continents.