Our special thanks to all those who have sponsored WISE over the years.
Payden & Rygel
Payden & Rygel provides a full range of investment strategies and services to investors around the globe. Headquartered in Los Angeles, California, Payden & Rygel has an international presence, with over 350 client relationships worldwide.
New York Life
Our promise? To work with you to build a strong financial future. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.We’re a lot like the clients we serve. Each of us is working hard to meet life’s responsibilities and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We’ve been there, and we’ve persevered through the toughest of times. So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For nearly 170 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact.
The PIMCO Foundation
Mission: To empower people globally to reach their full potential
PIMCO's commitments go beyond investment management. In addition to focusing on meeting our responsibilities to the people and institutions who rely on us to manage their retirement and investment assets, we contribute to the communities where we work and live by giving our time and resources through The PIMCO Foundation.
Charles Schwab is a leading financial services provider, yet some of our most rewarding investments have nothing to do with stocks, bonds and mutual funds. That’s why we’re proud to support the WISE organization. For more information about the personal service, expert insights and great value we offer, call or visit the Anaheim, Irvine, Newport Beach or Mission Viejo branches for details.
Chapman's personalized education gives each student a unique opportunity to become an original thinker who rises to the world’s challenges. We’re here to make something: films, business models, lines of code—to bring them to life and deliver them to the world.
Our inclusive, empowering community fosters creative thinking and expression of all perspectives. Chapman’s campus is the perfect size—not too big, not too small—allowing for effective, innovative programs to be a focal point of our institution. We work to connect students to faculty and the community to keep students engaged in the larger world.
We're here to see what we can do. So when we have finally reached where we've worked so hard to be, we'll have every experience at Chapman inside us. Every person we found inspirational behind us. Every lesson we learned within us.
And everything we will become in front of us.
The Charles and Helen Schwab Foundation
The Charles and Helen Schwab Foundation is a private charitable organization that funds and operates programs in the areas of learning differences and human services. It operates independently of the financial services firm, The Charles Schwab Corporation. To learn more, visit www.schwabfoundation.org. We understand what discerning women want when they evaluate and select a financial advisor. Managing more than $1.2B our goal is simple – exceed client expectations for both service and performance. We can provide results-oriented solutions for your investment, financial planning and banking needs.
First Foundation Advisors
First Foundation Advisors provides Wealth Management, Private & Business Banking, Trust and Real Estate Services. Its affiliates offer comprehensive Investment Management, Family Wealth Planning and Education, Complex Estate Planning and Advice to businesses and high net-worth individuals. By combining these solutions under one roof, we make it easier for our clients to receive comprehensive advice with a private banking feel.
Beacon Pointe Advisors
Beacon Pointe Advisors. BP The Clear Direction. Institutional Consulting · Private Wealth Management · Retirement Sponsored Plans · Women's Advisory Institute
Research Affiliates, LLC
Research Affiliates, LLC is a global leader in smart beta and asset allocation strategies. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products.
Paul Merage School of Business
The Paul Merage School of Business at UCIrvine offers four dynamic MBA programs – plus PhD and undergraduate business degrees – that deliver its thematic approach to business education: sustainable growth through strategic innovation. It graduates leaders with the exceptional ability to help grow their organizations through analytical decision-making, innovation and collaborative execution. In-class and on-site experiences with real-world business problems give students the edge needed to help companies compete in today’s global economy. For more information visit the website at merage.uci.edu.
For over 30 years now Center Club has been working to be the ultimate destination for leaders in Orange County. We are proud of our community and our Members and want to give back in a truly meaningful way, as we fulfill your desire to make an impact on the community.
Ellevate Network is a global professional women’s network, made up of women who are committed to elevating each other through education, inspiration, and opportunity. Our mission is to close the gender achievement gap in business by providing women with a community to lean on and learn from.
The George L. Argyros School of Business and Economics
The George L. Argyros School of Business and Economics develops business leaders who create value for their organizations by blending the capacity for sound economic reasoning and a global perspective with the qualities of individual initiative, accountability, effective communication, and integrity. Home of Nobel Prize Winner Vernon L. Smith, the Argyros School was named Business Week magazines Top 50 Undergraduate Business programs in the country in 2009.
Mihaylo College of Business and Economics
Mihaylo College of Business and Economics at California State University, Fullerton is the largest accredited business school on the West Coast, nationally recognized for accreditation of both its Business and Accounting Programs. Mihaylo College is included in Princeton Review’s “Best 296 Business Schools,” and U.S. News and World Report lists California State University, Fullerton’s Master’s Programs among the top ten in the West. Mihaylo provides a world-class business education, offering graduate and undergraduate programs that integrate classroom education with best business practices; technology; award-winning research; functional applications; and real-world experience. Because of its strong support of the mission of WISE and WISE Choices, Mihaylo College has been a sponsor since 1997.
ICMA-RC is an independent not-for-profit corporation focused on providing retirement plans and related services for more than 900,000 public employees in more than 8,000 retirement plans. Its mission is to help build retirement security for public employees by providing investment tools, financial education, and other retirement-related services. The corporation also works to ease the administrative responsibility of local governments that offer these benefits to their employees.
Calvert, based in Bethesda, Maryland, is best known as a leader in the field of social investing, celebrating 30 years of helping investors reach their financial goals. Calvert manages thirty-two mutual funds with over $12 billion in assets under management. In 2000, Calvert created the Calvert Social Index, a benchmark for measuring the performance of large, U.S.-based socially responsible companies.
Sierra helps conservative investors and retirees manage their wealth so they can maintain a comfortable lifestyle. We target 10% average returns after fees while limiting downside risk to 4%. Since 1987, Sierra’s active account management has delivered peace of mind through daily monitoring, prudent allocations and sell discipline.
Orange County Business Journal
Our promise? To work with you to build a strong financial future.We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.We’re a lot like the clients we serve. Each of us is working hard to meet life’s responsibilities and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We’ve been there, and we’ve persevered through the toughest of times. So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For nearly 170 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact.
Canyon Partners, LLC
Founded and partner owned since 1990, Canyon employs a deep value, credit intensive approach across its investment platform. Canyon specializes in value-oriented special situation investments for endowments, foundations, pension funds, sovereign wealth funds, family offices and other institutional investors. We invest across a broad range of asset classes, including distressed loans, corporate bonds, convertible bonds, securitized assets, direct investments, real estate, arbitrage, and event-oriented equities.
In over two decades of reporting on personal finance — talking to real people about their real money — our CEO and founder Jean Chatzky realized that contrary to public opinion when it comes to money, women are different. Maybe not in the investments we need to own, but in how we view money and want to use money to create change … in our own financial lives, the lives of the people we love and in the world. We’re also different in the way we want to communicate about it. It’s when we’re with other women that we’re inspired to change. HerMoney.com — with its daily content, newsletters and podcasts — is the result. We are your judgment-free zone for all things financial. And we are focused on changing our relationships with money… one woman at a time.