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Strategic Alliances

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Dimensional

Dimensional Fund Advisors is a mutual fund provider with over 20 years of experience and over $160 Billion invested. DFA offers institutional caliber mutual funds that enable us to provide our clients globally diversified, low cost and tax efficient portfolios beyond what is available to the average investor at "retail". DFA funds are only available to institutional investors and through select financial advisors.

Our relationship with Dimensional Fund Advisors is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

DFA's investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, DFA has continued to work with some of the world's leading financial economists to develop and enhance its strategies.


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Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar provides data on approximately 380,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. They offer financial advisors exceptional software tools that help them research, analyze, present, and support their investment ideas. 


 

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TD Ameritrade

TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Their advanced technology platform, coupled with personal support from dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients. TD AMERITRADE Institutional provides a robust offering of products, programs and services designed to help advisors build their businesses and serve their clients. TD AMERITRADE Institutional is a division of TD AMERITRADE, Inc.


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Vanguard Group

The Vanguard Group is an American investment management company based in Malvern, Pennsylvania, that manages approximately $1.6 trillion in assets. It offers mutual funds and other financial products and services to individual and institutional investors in the United States and abroad. Founder and former chairman John C. Bogle is credited with the creation of the first index fund available to individual investors, the popularization of index funds generally, and driving costs down across the mutual fund industry.

Vanguard is owned by the funds themselves with each fund contributing a set amount of capital towards shared management, marketing, and distribution services


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The National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors--highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency client focused financial planning, and Fee-only compensation.


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The Financial Planning Association

The financial planning profession exists to help consumers make wise financial decisions to achieve their life goals. FPA benefits the public by helping ensure that financial planning is delivered through competent, ethical financial planners.


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Advisors Access

Advisors Access represents the evolution of 401(k) plans by returning the investment of retirement assets to professional advisors, with more than $14 billion in assets under administration and three decades of combined experience as advisors to 401(k) plans Advisors Access frees participants from the burden of constructing and monitoring their own portfolio and provides much-needed fiduciary protection to plan sponsors. The Advisors Access 401(k) Program offers four key advantages for your plan and it's participants:

  • Advisor-Managed Portfolios
  • Access to the highly regarded, institutional mutual funds Dimensional Fund Advisors (DFA)
  • Fiduciary Liability Protection
  • Fee Transparency

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