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,, 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
From the Desk of...
Todd A. Rustman
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
GR-CAM is a Registered Investment Advisor. Securities offered through Associated Securities Corp. Member NASD/SIPC.