Advisors at this firm
Arthur J
CFA®, Series 63, Series 65
La Jolla, CA
Mundoval Capital Management, Inc.
Arthur Johnson is a CFA® charterholder with five years of industry experience and is based in La Jolla, CA. He is the founder and Chief Investment Officer of the Mundoval Fund and has been with Mundoval Capital Management, Inc. since 2002. Outside of finance, he serves as president of Henebery Spirits, Inc., a craft distillery in Vista, CA. Mundoval Capital Management, Inc. is a discretionary investment adviser managing approximately $73 million for individuals, trusts, charitable organizations, and other entities. The firm employs a fundamental, long-term global investment approach tailored to each client’s objectives and risk tolerance.
Natalie M
CFP®, Series 66
La Jolla, CA
Mundoval Capital Management, Inc.
Natalie Mcintosh is a CFP® with 20 years of industry experience. She has been with Mundoval Capital Management, Inc. and the Mundoval Fund since 2006. In addition to her advisory role, she works as an independent insurance agent for Blue Shield of California. Mundoval Capital Management is a discretionary investment adviser serving individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and investment companies. The firm emphasizes fundamental analysis and a long-term, global approach to capital appreciation, managing portfolios to align with each client’s specific objectives and risk tolerance.
Arthur J
Series 65
La Jolla, CA
Mundoval Capital Management, Inc.
Arthur Johnson is a financial advisor at Mundoval Capital Management, Inc. in La Jolla, CA, holding a Series 65 credential with three years of industry experience. Prior to joining the firm, he worked at Fusion Academy and has been the owner and music producer at Studio VII Productions, LLC, a music production business. Mundoval Capital Management provides discretionary asset management services to individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and investment companies. The firm employs a fundamental, long-term global investment approach tailored to each client’s objectives and also offers ERISA plan services and limited-scope fiduciary advice.