Carmel Capital Partners is a Sand Diego-based investment advisory firm. It provides investment services to its clients. It is involved in investing and managing assets for high-net worth clients and institutions through individually managed accounts as well as several investment partnerships. The company s investment process includes portfolio management, idea generation and investment selection. Located in La Jolla, Calif., its idea generation process involves utilizing financial statements, regulatory filings, trade publications, industry data, industry contacts and discussions with company management.