Lucia aquires West Coast Asset Management office, key staff

West Coast Asset Management, the alternative investment firm founded by Paul Orfalea and family member Lance Helfert, is merging with a San Diego-based money manager. … The combined company will continue to operate from West Coast Asset Managment’s office on Coast Village Road in Montecito; Helfert and WCAM chief investment officer Atticus Lowe will be joined by the Lucia team. … Founded in 2000, WCAM developed a value-oriented strategy for equity and fixed income investing. Lowe, a Westmont College graduate, was a key architect of the strategy. more

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