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Dowling and Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.
From our beginning in 1997, Harbour Trust & Investment Management Company has stood as a symbol of trust and experience. Like a beacon of light emanating from a lighthouse directing ships to safety, Harbour Trust has guided its clients through difficult financial markets with an experienced and dedicated staff. Our experience provides us with the knowledge to create for our clients solid investment plans designed to meet their specific financial goals. Harbour Trust & Investment Management Company`s creation as an independent structure is vital to the success of its mission. Our clients are comforted knowing our organization focuses on them, is financially stable and operates efficiently as a result of strong leadership from senior management. It is through this structure we are able to build strong and trusting relationships with each of our clients and their families. The relationships we foster at Harbour Trust stand the test of time due to the unwavering commitment to the integrity and principles that are the bedrock of our corporate foundation. Developing trust with financial acuity, experience and a deep rooted sense of responsibility, Harbour Trust focuses on achieving the long-term financial goals for each person and their families that they work for. Harbour Trust`s financial professionals are ready to meet with you to provide you with a plan which serves as your guiding light to your financial dreams and goals.
Buena Vista Management Fund is a San Francisco, CA-based company in the Financial Services sector.
FRS is a leading class action settlement claims recovery consulting firm. Its mission is to provide its clients with industry leading services without up-front cost or risk, while adhering to the highest level of professional ethics and standards. FRS provides a vast array of services, including providing effective notification of settlements in which they may be eligible; performing research to assure that all appropriate businesses are included in the claim process; providing advice on what, if any, documents need to be collected, and, when required documents are not available or are too burdensome to collect, developing alternate means to satisfy documentation requirements; preparing, assembling, submitting claims packages and managing them throughout the administration process, including addressing any concerns or questions raised by claims administrators; providing regular updates on the recovery process and related developments; and auditing payments to identify and resolve any underpayments. Founded in 2008, FRS has already been responsible for obtaining for its clients over $100 million in class action settlement recoveries.
Kb Investment Advisors is a Saint Louis, MO-based company in the Financial Services sector.