Balopole Investment Management

Raub Brock Capital Management is an independent, employee-owned investment firm based in Larkspur, CA, specializing in constructing and managing high-quality growth portfolios. Established in 1991, the firm focuses on delivering consistent above-market returns while prioritizing personalized service and fiduciary accountability for individual and institutional investors. With approximately $3.22 billion in assets under supervision, Raub Brock serves a diverse clientele, including individuals, families, trusts, retirement accounts, endowments, family offices, and foundations. The firm adheres to a time-tested investment discipline, offering both separately managed accounts and subadvisory services to enhance clients' financial lives. Generated from the website

Osborne Partners Capital Management provides financial advice and manages portfolios with experience of more than 25 years. Based in San Francisco, Calif., the firm supplies an array of investment services, such as comprehensive global asset allocation, customized portfolio management, employee stock option and more as well as it offers endowment model investing services. The firm distributes online brochures and information facility. It caters to families and institutions. The firm manages the portfolios of domestic equities, foreign equities, fixed income, natural resources and more.