DOWLING & YAHNKEE
Jake Erlendson, Portfolio Manager
Dowling & Yahnke is an independent, fee-only registered investment advisor, providing comprehensive portfolio management and financial planning while adhering to an exceptional standard – the fiduciary standard. The Firm currently manages over $3.5 billion for more than 1,000 clients, primarily individuals, families, endowments, and foundations.
MISSION DRIVEN FINANCE
Lauren Grattan, Co-Founder & Director of Community Engagement
Mission Driven Finance is an impact investment firm empowering community through new models of investing in social change. Built from the ground up with a single purpose–to make it easy to invest in your community–we offer advisory services, structured products, and direct lending and investing. Mission Driven Finance works hands-on with tenacious nonprofits and small businesses committed to advancing economic opportunity to help them develop strong impact investment opportunities, and we use a social finance ideology to make commercial loans that deliver consistent social and financial returns to investors.
ACCRETIVE OF SAN DIEGO
Mark Neilson, Managing Partner
Accretive facilitates free business cost-savings assessments in approximately 55 categories excluding Payroll costs. Think of us like Home Advisor or Angie’s List but for Corporate Cost Savings. Also – nonprofits typically will receive 5-10% of the savings we produce as an added benefit to the process. You can’t lose- we are only paid from actual cash savings – not for effort or advice.
Alan Sorkin, Chair
We create highly effective, award winning CEOs who make better decisions for their companies, family, community and themselves.
Membership is by invitation only and limited to only those who are committed to double-digit growth; continuous learning, and giving and receiving honest feedback.