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About One Capital Management
Established in 2001, One Capital Management is a globally diverse investment advisory firm that embodies the fiduciary model. With founders from Canada, Sweden, and the United States, the firm's core values emphasize unwavering honesty, integrity, and prioritizing clients' interests.
Comprising a team of seasoned professionals, the firm diligently serves a wide array of clients. Their expertise guides clients in managing substantial assets, consistently focusing on preservation and growth.
One Capital Management's pivotal transformation occurred through a strategic partnership with CI Financial, a leading Canadian financial services giant. This partnership amplifies their resources and enhances their commitment to excellence in wealth management.
At the heart of their mission lies a commitment to being trusted advisors, helping clients navigate the complexities of wealth with a holistic, goals-based approach. This tailored strategy empowers clients to realize their unique financial aspirations and dreams.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Investment Advisory
- Fiduciary Services
- Financial Planning
More about One Capital Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 114861 | 44 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than One Capital Management.