Edward Jones

Established in 1969, DAL Investment Company pioneered the use of noload mutual funds to manage investment portfolios for clients. The firm offers services that include investment advisory, NoLoad FundX and mutual funds. Based in San Francisco, Calif., it serves as a sub-advisor to other investment professionals. The firm caters to clients, such as banks, mutual funds, pension plans, charitable foundations, family trusts as well as individuals. It provides personalized portfolio management for private client accounts.

Capital Alliance is a real estate lender and investor based in San Rafael, California, specializing in a variety of loan products including Class A preferred units and individual deeds of trust. The company is committed to providing tailored financial solutions to meet the needs of its clients in the real estate market. Licensed by the California Department of Business Oversight, Capital Alliance operates under CFLL License 60DBO43334 and NMLS 1243767, ensuring compliance and professionalism in its lending practices. With a dedicated management team, the firm focuses on fostering strong relationships with investors and brokers alike. Generated from the website