One Capital

One Capital Management, LLC is a global investment management firm established in 2001, specializing in comprehensive private wealth management. The firm caters to a diverse clientele, including individuals, families, institutions, endowments, foundations, tax-exempt organizations, and retirement plans. Their client-centric approach focuses on crafting bespoke investment strategies tailored to each client's unique financial circumstances and life goals. One Capital Management emphasizes a fiduciary model, prioritizing honesty, integrity, and the best interests of their clients in all advisory services.

The firm offers a broad spectrum of services, encompassing investment management, wealth planning, family office solutions, and retirement plan advisory. Their investment strategies often involve globally balanced portfolios, incorporating active management of global large-cap equities, exchange-traded funds, and fixed income. Additionally, One Capital Management engages in alternative investments, including private equity, venture capital, real estate, private lending, and impact investing, providing diversified opportunities for their clients.

Founded in 2001, One Capital Management was established by a diverse group of partners from Canada, Sweden, and the United States, united by a vision to build an investment advisory firm based on a strong fiduciary model. The firm has grown significantly since its inception, now managing over $8.4 billion in assets as of December 2025. They operate with a team of more than 90 professionals dedicated to serving their extensive client base across North America and beyond.

One Capital Management maintains a substantial footprint with numerous offices across the United States and Canada, ensuring personalized service and accessibility for their clients. Their commitment to excellence is reflected in their long track record of outstanding results and their continuous efforts to expand the future of wealth management through strategic partnerships and advisor development programs.