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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.
Labrador Capital is a Sherman Oaks, CA-based company in the Financial Services sector.
Lumia is built from the ground up to help companies grow faster through unique GLOBAL and MOBILE capabilities, paired with AGILE execution. We aim to be a trusted partner as you evaluate and execute domestically and internationally, further distancing you from the competition.
Bernell is a Houston, TX-based company in the Financial Services sector.
Formed in 1928*, Boyd Watterson is one of Cleveland's oldest money management firms. The company specialized in offering fixed income and equity investment products to wealthy families and institutions. In 1979, Boyd Watterson became a wholly owned