In order to offer our clients the best investment management services available, we have established relationships with financial industry leaders.
Custodial Relationships
We utilize the institutional investment management platforms of brokerage firms, such as Charles Schwab & Co., Inc., TD Ameritrade, and TIAA-CREF to custody all our client assets. These firms ensure our clients with the safety of their assets, complete account portability, flexibility, and transparency.
Fund Companies
We are a DFA (Dimensional Fund Advisors) approved advisor. We utilize the enhanced/engineered institutional index funds offered by DFA. They currently have over $225 billion in assets under management and have become a leader in value-based index fund offerings. Through our relationship with DFA, we are able to offer individual clients their no load low cost institutional mutual funds.
We use other fund companies as well. For some of our fixed income model portfolios, we use PIMCO institutional mutual funds. For our dividend driven model portfolios, we incorporate WisdomTree’s dividend ETF’s. We also include some of the leading Vanguard mutual funds and ETF’s in our core portfolios.
Performance Reporting
We provide our clients with detailed quarterly performance reports. These reports are generated using Morningstar Office Software. |
