Dowling & Yahnke LLC partners Mark Muñoz, chief operating officer, at left, and Dale Yahnke,  co-founder and CEO, say being straight with clients about their disciplined investing style and hiring well-credentialed talent have been the company’s keys to success.

Dowling & Yahnke LLC partners Mark Muñoz, chief operating officer, at left, and Dale Yahnke, co-founder and CEO, say being straight with clients about their disciplined investing style and hiring well-credentialed talent have been the company’s keys to success. Photo by Melissa Jacobs.

— Investing is a long-term endeavor...

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