Stewart Wealth 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

Dragoneer Investment Group is based in San Francisco, focusing on partnering with exceptional businesses globally. The firm invests in leading growth companies that demonstrate sustainable differentiation and possess attractive economic models. With a strategic emphasis on significant investments, Dragoneer targets private companies with invested capital of $10 million or more that have gone public, alongside those with over $500 million in investment. The firm periodically updates its portfolio, showcasing its ongoing commitment to identifying and supporting high-potential enterprises. Generated from the website