| Name | Title | Contact Details |
|---|
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.
Established in 1976, The Rosewood Corporation is a family-owned company with diverse worldwide operations and investments. The Rosewood Corporation is wholly-owned by the Caroline Hunt Trust Estate, which was established in 1935 by legendary oil man H.L. Hunt and his wife, Lyda, and built upon over generations by developing and acquiring businesses that are leaders in their respective industries. In the Rosewood Tradition of Excellence
Tarsadia Investments is a private investment firm providing capital and strategic support for companies with substantial growth potential. With over 30 years of investment experience, the team at Tarsadia Investments currently manages approximately $2 billion in capital and has completed over 200 acquisition and sale transactions totaling over $4 billion.
Lincolnshire Management is a New York, NY-based company in the Financial Services sector.
Mighty Ventures is a Saint Helena, CA-based company in the Financial Services sector.