California Portfolio Management

Franklin Resources, Inc., is a global investment management organization known as Franklin Templeton Investments. Our headquarters are located just south of San Francisco, in San Mateo, California. We have offices in 29 countries around the world and offer investment solutions and services in more than 150. We offer investment solutions under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust and Darby Overseas names. We manage investment vehicles for individuals, institutions, pension plans, trusts, partnerships and other clients. Franklin Templeton offers over 50 fixed income funds covering the entire fixed income - [Read more]

The Charles Schwab Corporation is a leading provider of financial products and services tailored to fit the needs of individual investors, independent investment advisors and companies of all sizes. Clients with a Schwab One® brokerage account can trade stocks, bonds, options, mutual funds and other securities. Schwab also helps individuals and small business owners save for retirement. Other Schwab accounts and resources help families invest for a college education, plan for charitable giving and manage their estate. With Schwab Advised Investing™, individual investors can gain fact-based guidance from an experienced Schwab investment - [Read more]

Wilshire Associates is a leading global investment technology, investment consulting and investment management firm with four distinct business units including Wilshire Analytics, Wilshire Consulting, Wilshire Funds Management and Wilshire Private Markets. With nine offices on four continents, Wilshire Associates and its affiliates are dedicated to providing clients with the highest quality counsel, solutions and services. Wilshire’s international activities have grown in the last decade. Our Emerging Markets Institute in 1992 led clients to explore investment opportunities abroad. Our Analytics Division incorporated more global - [Read more]