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Hall Capital Partners is an independent, SEC-registered investment advisor that builds and manages customized, global, multi-asset class portfolios for families, endowments, and foundations. Hall Capital Partners oversees approximately $29 billion in assets for approximately 130 advisory clients and a platform of pooled vehicles from offices in San Francisco and New York.
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.
Traxi is a New York, NY-based company in the Financial Services sector.
Health Strategy Consulting is a Providence, RI-based company in the Financial Services sector.
Johnson Trust Company is one of the leading companies in the Financial Services sector.