Dale Yahnke and Mark Munoz were recently profiled in the San Diego Business Journal.  In the magazine’s January 9, 2017 edition, Dale and Mark discussed the firm’s founding as an early adopter of the fiduciary approach, its disciplined investment approach, and its strategy to attract highly credentialed employees.  The two detailed how these differentiators helped the firm steadily expand the number of clients it has serviced over the last 25 years.  You will find the full article in the links below. 

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