Our strategic alliances are an important component of our firm, and we are proud to collaborate with them to better serve our clients.
TD Ameritrade Institutional
TD Ameritrade is our primary custodian where our clients' accounts are housed. As an independent registered investment advisory firm, we never want to hold clients' assets, we simply want to manage them. Having our clients' accounts established at one of the largest custodians in the U.S. ensures transparency and security of our clients' accounts.
Please click on the following link to learn more.
Dimensional Fund Advisors is one of the world leaders in academic/evidence based investment strategies. Dimensional provides the latest in academic research and findings, allowing us to harness Nobel Prize-winning economic studies for our clients. Watch the following video to learn more about Dimensional.