occidental asset management, llc (occam)

Founded by Dr. Burton G. Malkiel, author of "A Random Walk Down Wall Street," Occidental Asset Management (OCCAM) is an investment advisory firm specializing in wealth management for a select group of high-net-worth individuals, families, and foundations. The firm's philosophy is rooted in creating diversified, tax-efficient portfolios designed for long-term growth. They emphasize a disciplined, evidence-based approach to investing, combining principles of Modern Portfolio Theory with strategic asset allocation.