We have one of the most versatile portfolio management platforms nationwide. Portfolio management is offered utilizing the institutional investment platforms of Charles Schwab & Co., Fidelity Investments, TD Ameritrade, and Interactive Brokers.
Our portfolio management offerings include Model and Customized Portfolios. Our Core Model Folios have been created utilizing enhanced index funds from DFA Funds (Dimensional). All of our other Model Folios utilize high-quality mutual funds and ETFs from fund companies, such as Vanguard, PIMCO, WidsomTree, and iShares.
We have published historical performance of our Model Folios for illustrative purpose. Please click here to view the Model Folios. Historical performance allows investors to view how certain asset allocations have performed in the past.