Thomas W. Hulick

Strategy Asset Managers LLC (SAM) is a registered investment advisor headquartered in Pasadena, California. The firm was founded Robert M. DeMichele in 2001 and is wholly owned by Hulick Capital Management LLC. SAM provides investment management and advisory services to individuals, pooled investment vehicles, pension & profit-sharing plans as well as corporations and other business.

Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions.