Who We Are

Our Core Values

The Client Comes First

"One of the deep secrets in life is that all that is really worth doing is what we do for others."
Lewis Carroll


"The most important thing is to not stop questioning. Curiosity has its own reason for existing."
Albert Einstein


"If you tell the truth you don't have to remember anything."
Mark Twain


"If we go into a darkened room and turn on the light, it doesn’t matter if the room has been dark for a day, a week, or ten thousand years—we turn on the light and it is illuminated."
Sharon Salszberg


"Believe nothing, no matter where you read it, or who has said it, not even if I have said it, unless it agrees with your own reason and your own common sense."

Our Team

Partnering with LPL Financial

How We Partner with LPL Financial

LPL Financial is the custodian of our assets and is also the nation’s largest independent broker/dealer* with over $500 billion in assets.

LPL Financial supports Cruden Bay Investment Management with the innovative tools and resources we need to add significant value for our clients, including:

  • Access to a wide range of non-proprietary products and services
  • Technology and breadth of services to support sophisticated wealth management solutions
  • Access to large and experienced Research and High Net Worth Solutions groups

LPL’s Fortigent platform provides us with advanced technology for consolidated and straightforward performance reporting, which is particularly useful for clients in multi-advisor environments. Our Chairman sits on the Technology & Innovations Committee at Fortigent.

*Based on total revenues, Financial Planning magazine, June 1996-2016

The award-winning LPL Research team works with us to interpret the latest developments in the world’s capital markets. Since LPL has no proprietary investment products and does not engage in investment banking activities, their research is independent and objective.

We have an excellent relationship with the senior management at LPL, including CEO Dan Arnold and Gary Carrai, Senior Vice President, High Net Worth Solutions. Gary sits on our Advisory Board. We frequently consult with the strategists in the High Net Worth Solutions group to address the specialized needs of our clients.

LPL At a Glance

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The story behind our name...

Our Story

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2945 Townsgate Road, Suite 200
Westlake Village, CA 91361


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