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Greetings [first_name],
In 1995 I co-founded GR Capital and today I serve as the President and
Wealth Manager for GR Capital Asset Management, LLC (GR-CAM,
www.gr-cam.com), a boutique
wealth management firm specializing in
creating diversified portfolios for private clients and their companies
in private, public and institutional sectors. GR-CAM is an SEC
Registered Investment Advisor (RIA) firm with offices in Newport
Beach and Montecito, California. With more than 30 years of history with
private clients and institutions, GR-CAM operates as a full service
wealth management firm that offers best of breed services in all aspects
of wealth management including investment management, alternative
investment management/hedge funds, liability management, financial
planning, life and health insurance, long term care
insurance, 401 K, annuities and employee benefits. Validating our
strength and stability in the industry and solid client satisfaction,
GR-CAM is excited to be celebrating over 30 years of history in
Montecito and over 5 years of history in Newport Beach.
As Chapter President of the Wealthy 100 of Orange County (and
Montecito), a group of like-minded CEOs that seek wealth management
opportunities and initiatives ahead of them, I feel I am diversified in
the businesses and accomplishments I’ve attained to make me wholly
business savvy. By establishing a strong reputation based on our
performance and service in both traditional and alternative
investment management, GR-CAM has proven to preserve and grow our
clients’ wealth. Additionally, our clients’ long term financial success
is driven by our passion to champion an unique investment and financial
strategy to protect and grow your legacy.
Please do not hesitate to call me or one of our senior level
professionals should you want to further discuss your business needs.
Best Regards,
Todd A. Rustman, CFA, CFP, CLU, CSA
President and Co-Founder
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From the Desk of...
Todd A. Rustman
CFA, CFP, CLU, CSA
Newport Beach Office
1103 Quail Street
Newport Beach, CA 92660
949.955.0678 tel
949.955.0556 fax
Santa Barbara Office
1224 Coast Village Circle,
Suite 11
Santa Barbara, CA 93108
800.805.PLAN (7526) tel
805.565.2175 fax
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