Abacus Wealth Partners

429 Santa Monica Blvd., Suite 500, Santa Monica 90401 | abacuswealth.com

CHIEF INVESTMENT OFFICER: Darius Gagne (888) 422-2287

Advanced Research Investment Solutions

9150 Wilshire Blvd., Suite 220, Beverly Hills 90212 | arisconsulting.com

CHIEF INVESTMENT OFFICER: Alex Shahidi (424) 283-3800

AdvicePeriod

2121 Avenue of the Stars, Suite 2350, Los Angeles 90067 | adviceperiod.com

CHIEF INVESTMENT OFFICER: Larry Miles (424) 281-3600

American Realty Advisors

515 S. Flower St., 49th Floor, Los Angeles 90071 | aracapital.com

CHIEF INVESTMENT OFFICER: Kirk Helgeson (213) 233-5700

AMI Asset Management Corp.

10866 Wilshire Blvd., Suite 770, Los Angeles 90024 | amiassetmanagement.com

CHIEF INVESTMENT OFFICER: Chris Sessing (424) 320-4000

Analytic Investors

555 W. Fifth St., 50th Floor, Los Angeles 90013 | aninvestor.com

CHIEF INVESTMENT OFFICER: Dennis Bein

Gregory McMurran (213) 688-3015

Angeles Investment Advisors

429 Santa Monica Blvd., Suite 650, Santa Monica 90401 | angelesadvisors.com

CHIEF INVESTMENT OFFICER: Michael A. Rosen (310) 393-6300

Ares Management

2000 Avenue of the Stars, 12th Floor, Los Angeles 90067 | aresmgmt.com

CHIEF INVESTMENT OFFICER: Antony Ressler (310) 201-4100

Aristotle Capital Management

11100 Santa Monica Blvd., Suite 1700, Los Angeles 90025 | aristotlecap.com

CHIEF INVESTMENT OFFICER: Howard Gleicher

Gary Lisenbee (310) 478-4005

Bay Mutual Financial

1453 Third St. Promenade, Suite 490, Santa Monica 90401 | baymutual.com

CHIEF INVESTMENT OFFICER: Martin W. “Bud” Pernoll (310) 586-3222

Beach Point Capital Management

1620 26th St., Suite 6000N, Santa Monica 90404 | beachpointcapital.com

CHIEF INVESTMENT OFFICER: Carl Goldsmith

Scott Klein (310) 996-9700

Bel Air Investment Advisors

1999 Avenue of the Stars, Suite 3200, Los Angeles 90067 | belair-llc.com | (310) 229-1500

BNY Mellon Wealth Management

10250 Constellation Blvd., Suite 2100, Los Angeles 90067 | bnymellonwealth.com

CHIEF INVESTMENT OFFICER: Leo P. Grohowski (424) 277-6829

Camden Asset Management

2029 Century Park East, Suite 2010, Los Angeles 90067 | camdenasset.com

CHIEF INVESTMENT OFFICER: John Wagner (310) 203-4200

Camden Capital

2301 Rosecrans Ave., Suite 2110, El Segundo 90245 | camdencapital.com

CHIEF INVESTMENT OFFICER: John M. Krambeer (310) 725-0210

Canyon Partners

2000 Avenue of the Stars, 11th Floor, Los Angeles 90067 | canyonpartners.com

CHIEF INVESTMENT OFFICER: Joshua Friedman

Mitchell Julis (310) 272-1000

Capital Group

333 S. Hope St., Los Angeles 90071 | thecapitalgroup.com

CHIEF INVESTMENT OFFICER: Timothy D. Armour (213) 486-9200

Capital Group Private Client Services

333 S. Hope St., Los Angeles 90071 | thecapitalgroup.com/pcs

CHIEF INVESTMENT OFFICER: William Robbins (866) 421-2166

Capital Research + Consulting

15 S. Raymond Ave., Suite 200, Pasadena 91105 | capitalresearchandconsulting.com

CHIEF INVESTMENT OFFICER: Steven Arnold (626) 844-1440

Causeway Capital Management

11111 Santa Monica Blvd., 15th Floor, Los Angeles 90025 | causewaycap.com

CHIEF INVESTMENT OFFICER: Sarah Ketterer (310) 231-6100

CBRE Global Investors

515 S. Flower St., 31st Floor, Los Angeles 90071 | cbreglobalinvestors.com

CHIEF INVESTMENT OFFICER: Ritson Ferguson (213) 683-4200

Churchill Management Group

5900 Wilshire Blvd., Suite 400, Los Angeles 90036 | churchillmanagement.com

CHIEF INVESTMENT OFFICER: Fred A. Fern (877) 937-7110

CitizensTrust Wealth Management and Investment Services

1010 E. Colorado Blvd., Pasadena 91106 | cbbank.com/investing

CHIEF INVESTMENT OFFICER: Don Evenson (626) 564-6252

City National Bank

555 S. Flower St., Los Angeles 90071 | cnb.com

CHIEF INVESTMENT OFFICER: Garrett D’Alessandro (310) 888-6300

Clifford Swan Investment Counselors

177 E. Colorado Blvd., Suite 550, Pasadena 91105 | cliffordswan.com

CHIEF INVESTMENT OFFICER: Peter Boyle (626) 792-2228

Cliffwater

4640 Admiralty Way, 11th Floor, Marina del Rey 90292 | cliffwater.com

CHIEF INVESTMENT OFFICER: Stephen L. Nesbitt (310) 448-5000

Coast Asset Management

11150 Santa Monica Blvd., Suite 1400, Los Angeles 90025 | coastasset.com

CHIEF INVESTMENT OFFICER: Dave E. Smith (310) 576-3500

Colony NorthStar Inc.

515 S. Flower St., 44th Floor, Los Angeles 90071 | clns.com

CHIEF INVESTMENT OFFICER: Kevin Traenkle (310) 282-8820

Cove Street Capital

2101 E. El Segundo Blvd., Suite 302, El Segundo 90245 | covestreetcapital.com

CHIEF INVESTMENT OFFICER: Jeff Bronchick(424) 221-5897

Covington Capital Management

601 S. Figueroa St., Suite 2000, Los Angeles 90017 | covingtoncapitalmanagement.com

CHIEF INVESTMENT OFFICER: Gary Arakawa (213) 629-7500

Crescent Capital Group

11100 Santa Monica Blvd., Suite 2000, Los Angeles 90025 | crescentcap.com

INVESTMENT COMMITTEE (310) 235-5900

CS Capital Management Inc.

222 N. Sepulveda Blvd., Suite 2000, El Segundo 90245 | cscapitalinc.com

CHIEF INVESTMENT OFFICER: Michael McHargue (310) 988-7300

D.A. Davidson & Co.

624 S. Grand Ave., 26th Floor, Los Angeles 90017 | dadavidson.com (213) 620-1850

Dalton Investments

1601 Cloverfield Blvd., Suite 5050 N, Santa Monica 90404 | daltoninvestments.com

CHIEF INVESTMENT OFFICER: James Rosenwald III (424) 231-9100

DoubleLine Capital

333 S. Grand Ave., 18th Floor, Los Angeles 90071 | doubleline.com

CHIEF INVESTMENT OFFICER: Jeffrey Gundlach (213) 633-8200

Empyrean Capital Partners

10250 Constellation Blvd., Suite 2950, Los Angeles 90067 | empyrean.com

CHIEF INVESTMENT OFFICER: Amos Meron (310) 843-3000

EP Wealth Advisors

21515 Hawthorne Blvd., Suite 1200, Torrance 90503 | epwealth.com

CHIEF INVESTMENT OFFICER: Kevin Ashworth (310) 543-4559

Everett Harris & Co.

888 W. Sixth St.,10th Floor, Los Angeles 90017 | everettharris.com

CHIEF INVESTMENT OFFICER: Jim Ward (213) 625-2677

Fiduciary Trust International

444 S. Flower St., Suite 3200, Los Angeles 90071 | fiduciarytrust.com

CHIEF INVESTMENT OFFICER: Ronald Sanchez (800) 421-9683

First Quadrant

800 E. Colorado Blvd., Suite 900, Pasadena 91101 | firstquadrant.com

CHIEF INVESTMENT OFFICER: Max Darnell (626) 795-8220

First Republic

1888 Century Park East, Los Angeles 90067 | firstrepublic.com

CHIEF INVESTMENT OFFICER: Chris Wolfe (888) 201-3726

First Western Capital Management

1900 Avenue of the Stars, Suite 900, Los Angeles 90067 | fwcapmgmt.com

CHIEF INVESTMENT OFFICER: Barry Julien (310) 229-2940

Flaherty & Crumrine Inc.

301 E. Colorado Blvd., Suite 720, Pasadena 91101 | flaherty-crumrine.com | (626) 795-7300

Focused Investors

9777 Wilshire Blvd., Suite 910, Beverly Hills 90212 | focusedinvestors.com

CHIEF INVESTMENT OFFICER: Bruce Veaco (310) 734-1200

FPA

11601 Wilshire Blvd., Suite 1200, Los Angeles 90025 | fpafunds.com | (800) 982-4372

Gamble Jones Investment Counsel

301 E. Colorado Blvd., Suite 802, Pasadena 91101 | gamblejones.com | (626) 795-7583

Glendon Capital Management

1620 26th St., Suite 2000N, Santa Monica 90404

CHIEF INVESTMENT OFFICER: Matthew Barrett (310) 907-0450

Granite Investment Partners

2321 Rosecrans Ave., Suite 4200, El Segundo 90245 | granitepartners-llc.com | (310) 933-3199

Guggenheim Partners Investment Management

100 Wilshire Blvd., Santa Monica 90401 | guggenheimpartners.com

CHIEF INVESTMENT OFFICER: Scott Minerd (310) 576-1270

Halbert Hargrove

111 Ocean Blvd., 23rd Floor, Long Beach 90802 | halberthargrove.com

CHIEF INVESTMENT OFFICER: Russ Hill (562) 435-5657

HCR Wealth Advisors

10866 Wilshire Blvd., Suite 1600, Los Angeles 90024 | hcrwealth.com

CHIEF INVESTMENT OFFICER: Jordan Kahn (310) 473-5445

Hotchkis and Wiley Capital Management

725 S. Figueroa St., 39th Floor, Los Angeles 90017 | hwcm.com

CHIEF INVESTMENT OFFICER: George Davis (213) 430-1000

Howard Capital Management

11601 Wilshire Blvd., Suite 2080, Los Angeles 90025 | howardcapital.com

CHIEF INVESTMENT OFFICER: David Robinson (310) 473-9100

Huber Capital Management

2321 Rosecrans Ave., Suite 3245 El Segundo 90245 | hubercap.com

CHIEF INVESTMENT OFFICER: Joseph R. Huber (310) 207-8400

Ivory Investment Management

11755 Wilshire Blvd., Suite 1350 Los Angeles 90025 | ivorycapital.com

CHIEF INVESTMENT OFFICER: Curtis Macnguyen (310) 899-7300

Kayne Anderson Capital Advisors

1800 Avenue of the Stars, Third Floor, Los Angeles 90067 | kaynecapital.com

CHIEF INVESTMENT OFFICER: Bob Sinnott (800) 638-1496

Kayne Anderson Rudnick Investment Management

1800 Avenue of the Stars, Second Floor, Los Angeles 90067 | kayne.com

CHIEF INVESTMENT OFFICER: Douglas S. Foreman (800) 231-7414

Lido Advisors

1875 Century Park East, Suite 950, Los Angeles 90067 | lidoadvisors.com

CHIEF INVESTMENT OFFICER: Jason Ozur (310) 278-8232

Lindbrook Capital

10877 Wilshire Blvd., Suite 2000, Los Angeles 90024 | lindbrookcapital.com

CHIEF INVESTMENT OFFICER: Ben Posen (424) 208-8000

Lombardia Capital Partners

55 S. Lake Ave., Suite 750, Pasadena 91101 | lombardiacapital.com

CHIEF INVESTMENT OFFICER: Alvin Marley (626) 568-2792

Los Angeles Capital Management and Equity Research

11150 Santa Monica Blvd., Suite 200, Los Angeles 90025 | lacapm.com

CHIEF INVESTMENT OFFICER: Hal W. Reynolds (310) 479-9998

LourdMurray

9777 Wilshire Blvd., Suite 1018, Beverly Hills 90212 | lourdmurray.com

CHIEF INVESTMENT OFFICER: Blaine Lourd

Palmer Murray (310) 300-9898

Lowe Enterprises

11777 San Vicente Blvd., Suite 900, Los Angeles 90049 | loweenterprises.com

CHIEF INVESTMENT OFFICER: Mike Lowe (310) 820-6661

Main Street Advisors

3110 Main St., Suite 310, Santa Monica 90405 | mainstreetadv.com

CHIEF INVESTMENT OFFICER: Paul Wachter (310) 392-7607

Mar Vista Investment Partners

11150 Santa Monica Blvd., Suite 320, Los Angeles 90025 | marvistainvestments.com | (310) 917-2800

Merrill Lynch

350 S. Grand Ave., Suite 2700, Los Angeles 90071 | ml.com

CHIEF INVESTMENT OFFICER: Ashvin Chhabra (800) 937-0620

Mesa West Capital

11755 Wilshire Blvd., Suite 2100, Los Angeles 90025 | mesawestcapital.com | (310) 806-6317

Morgan Stanley

444 S. Flower St., 34th Floor, Los Angeles 90071 | morganstanley.com | (213) 486-8915

Morton Capital Management

27200 Agoura Road, Suite 200, Calabasas 91301 | mortoncapital.com

CHIEF INVESTMENT OFFICER: Sasan Faiz (818) 222-4727

North Pier Fiduciary Management

3415 S. Sepulveda Blvd., Suite 1100, Los Angeles 90034 | npier.com

CHIEF INVESTMENT OFFICER: James I. Scheinberg (800) 403-7065

Northern Trust

2049 Century Park East, Suite 3600, Los Angeles 90067 | northerntrust.com

CHIEF INVESTMENT OFFICER: Richard K. Barnett (800) 257-0901

NWQ Investment Management Co.

2049 Century Park East, 16th Floor, Los Angeles 90067 | nwq.com

CHIEF INVESTMENT OFFICER: Jon D. Bosse (310) 712-4000

Oaktree Capital Management

333 S. Grand Ave., 28th Floor, Los Angeles 90071 | oaktreecapital.com

CHIEF INVESTMENT OFFICER: Bruce Karsh (213) 830-6300

One Capital Management

2945 Townsgate Road, Suite 300, Westlake Village 91361 | onecapital.com

CHIEF INVESTMENT OFFICER: Steven Cowley (805) 409-8150

Pacific Income Advisers

1299 Ocean Ave., Second Floor, Santa Monica 90401 | pacificincome.com

CHIEF INVESTMENT OFFICER: Lloyd McAdams (310) 393-1424

Paladin Realty Partners

10880 Wilshire Blvd., Suite 950, Los Angeles 90024 | paladinrealty.com

CHIEF INVESTMENT OFFICER: Randall Loker (310) 996-8766

Palisades Group

11755 Wilshire Blvd., Suite 1700, Los Angeles 90025 | palisades.us.com

CHIEF INVESTMENT OFFICER: Jack Macdowell (424) 280-7560

Patterson Capital Corp.

11100 Santa Monica Blvd., Suite 1950, Los Angeles 90025 | pattersoncapital.com

CHIEF INVESTMENT OFFICER: Joseph Patterson (310) 556-2496

Payden & Rygel

333 S. Grand Ave., Suite 3200, Los Angeles 90071 | payden.com | (213) 625-1900

Penniall & Associates Inc.

123 S. Marengo Ave., Suite 200, Pasadena 91101 | penniall.com

CHIEF INVESTMENT OFFICER: Anne P. Averill (626) 795-3062

Poplar Forest Capital

70 S. Lake Ave., Suite 930, Pasadena 91101 | poplarforestfunds.com

CHIEF INVESTMENT OFFICER: Dale Harvey (626) 304-6000

Post Advisory Group

1620 26th St., Suite 6500, Santa Monica 90404: postadvisory.com

CHIEF INVESTMENT OFFICER: Henry Chyung (310) 996-9600

Primecap Management Co.

177 E. Colorado Blvd., 11th Floor, Pasadena 91105 | primecapmanagement.com | (626) 304-9222

RNC Genter Capital Management

11601 Wilshire Blvd., 25th Floor, Los Angeles 90025 | rncgenter.com

CHIEF INVESTMENT OFFICER: Daniel J. Genter (800) 877-7624

Rothschild Credit Management (North America)

633 W. Fifth St., Suite 6700, Los Angeles 90071 | rothschild.com

CHIEF INVESTMENT OFFICER: Michael D. Hatley (213) 621-3700

Santa Barbara Asset Management

2049 Century Park East, 17th Floor, Los Angeles 90067 | sbasset.com

CHIEF INVESTMENT OFFICER: James M. Boothe (310) 552-5100

Sierra Investment Management Inc.

3420 Ocean Park Blvd., Suite 3060, Santa Monica 90405 | sierrainvestment.com

CHIEF INVESTMENT OFFICER: Terri Spath (310) 452-1887

Signature Estate & Investment Advisors

2121 Avenue of the Stars, Suite 1600, Los Angeles 90067 | seia.com

CHIEF INVESTMENT OFFICER: Deron McCoy (310) 712-2323

SSI Investment Management

9440 Santa Monica Blvd., Eighth Floor, Beverly Hills 90210 | ssi-invest.com

CHIEF INVESTMENT OFFICER: George Douglas (310) 595-2000

Summa Group of Oppenheimer & Co.

10880 Wilshire Blvd., 23rd Floor, Los Angeles 90024 | opco.com/summagroup

CHIEF INVESTMENT OFFICER: Brian Werdesheim

Jeffrey Werdesheim (310) 446-7501

TCW Group Inc.

865 S. Figueroa St., Suite 1800, Los Angeles 90017 | tcw.com

CHIEF INVESTMENT OFFICER: Michael P. Reilly

Tad Rivelle (213) 244-0000

Tortoise Credit Strategies

333 S. Hope St., Suite 4050, Los Angeles 90071 | tortoisecredit.com

CHIEF INVESTMENT OFFICER: Brad Beman (213) 687-9170

U.S. Bank

633 W. Fifth St., Los Angeles 90071 | usbank.com

CHIEF INVESTMENT OFFICER: Eric Friedman (213) 615-6566

UBS Financial Services Inc.

2000 Avenue of the Stars, Seventh Floor, Los Angeles 90067 | ubs.com

CHIEF INVESTMENT OFFICER: Michael Ryan (888) 843-6991

Wells Fargo & Co.

707 Wilshire Blvd., Los Angeles 90017 | wellsfargo.com

CHIEF INVESTMENT OFFICER: Erik H. Davidson (800) 869-3557

Wescap Group

330 N. Brand Blvd., Suite 1150, Glendale 91203 | wescapgroup.com

CHIEF INVESTMENT OFFICER: Joel Edstrom (818) 563-5170

Western Asset Management Co.

385 E. Colorado Blvd., Pasadena 91101 | westernasset.com

CHIEF INVESTMENT OFFICER: Kenneth Leech (626) 844-9400

Westmount Asset Management

2049 Century Park East, Suite 2500, Los Angeles 90067 | westmount.com

CHIEF INVESTMENT OFFICER: Jim Berliner (310) 556-2502

Whittier Trust Co.

1600 Huntington Dr., South Pasadena 91030 | whittiertrust.com

CHIEF INVESTMENT OFFICER: Sandip A. Bhagat (626) 441 5111

Wilshire Associates Inc.

1299 Ocean Ave., Suite 700, Santa Monica 90401 | wilshire.com | (310) 451-3051

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