One Capital Management
One Capital Management is a global investment management firm providing investment advisory services to private families, endowments, foundations, tax-exempt organizations, and retirement plans. The firm is built on a holistic, goals-based wealth management approach, designed to align each client’s financial strategy with their long-term objectives, values, and legacy goals. One Capital's investment strategies focus on globally balanced portfolios, blending active management of global large-cap equities with exchange-traded funds and fixed income. The firm’s experienced investment team brings deep insight into global financial markets, enabling them to identify and invest in high-quality, undervalued securities across market cycles.
ABOUT ONE CAPITAL MANAGEMENT
One Capital Management is a global investment management firm dedicated to managing portfolios for private families, endowments, foundations, tax-exempt organizations, and retirement plans.
The firm delivers a comprehensive range of investment and wealth management solutions designed to help clients grow, protect, and transfer wealth across generations.
With a disciplined, long-term perspective, One Capital Management’s experienced investment team brings deep insight into global financial markets, enabling the identification and selection of high-quality, undervalued securities across market cycles.
This research-driven approach is designed to support consistent performance while managing risk in both favorable and challenging market environments.
INVESTMENT SOLUTIONS & SERVICES
Customized Investment Management – One Capital Management provides tailored portfolio management for private families, institutions, and retirement plans. Portfolios are constructed using a disciplined investment process focused on long-term value creation, diversification, and prudent risk management, rather than short-term market timing.
Global Equity and Fixed Income Strategies – The firm’s investment team leverages extensive expertise in global equity and fixed income markets to identify undervalued investment opportunities. Strategies are designed to balance growth and income while navigating changing economic and market conditions.
Goals-Based Wealth Planning – Investment management is integrated with goals-based financial planning, ensuring portfolios support real-world outcomes such as retirement income, education funding, philanthropic initiatives, and legacy planning. This approach helps clients remain focused on long-term objectives through market cycles.
Institutional and Retirement Plan Solutions – One Capital Management partners with endowments, foundations, tax-exempt organizations, and retirement plans, providing fiduciary-focused investment strategies, asset allocation guidance, and governance support tailored to institutional mandates and regulatory requirements.
Wealth Preservation and Risk Management – A central component of the firm’s approach is wealth preservation. Strategies include diversification, tax-aware investing, and coordination with estate, tax, and insurance planning to help mitigate financial risk and protect capital over time.
Multi-Generational Wealth Transfer – The firm works closely with families to support intergenerational wealth transfer, aligning investment strategies with estate planning goals to ensure wealth is transferred efficiently, responsibly, and in accordance with family values and long-term intentions.