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Worldwide Capital Group is a San Francisco, CA-based company in the Financial Services sector.
Founded in 1981, MarshBerry serves the insurance brokerage industry, including insurance agents & brokers, specialty distributors, private equity firms, banks & credit unions and insurance carriers.
We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. As one tightly integrated team of more than 850 professionals in more than 20 offices in 15 countries, we offer an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades.
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.
iM Global Partner is worldwide asset management network. It selects and builds long-term partnerships with talented and independent asset management companies through direct capital ownership. iM Global Partner is present in 11 locations across Europe and the United States and provides its clients with access to the best management strategies of its Partners. iM Global Partner`s wide range of investment solutions includes the OYSTER range, a Luxembourg SICAV, but also Mutual Funds and ETFs dedicated to US investors. The addition of Litman Gregory, a nationally recognized US wealth and asset management firm, which should be completed in May/June 2021 subject to SEC approval, will increase dramatically iM Global Partner`s US operations.