Our strategic alliances are an important component of our firm, and we are proud to work with a premier group of institutions to better serve our clients.

DIMENSIONAL FUND ADVISORS (“DFA”)

Dimensional Fund Advisors is one of the world leaders in academic and evidence based investment strategies, and our primary investing partner. They provide ongoing research into the drivers of long-term outperformance versus benchmark indices, and allow us to access Nobel Price-winning data for client portfolios.

CHARLES SCHWAB

Charles Schwab is our primary custodian where client assets are housed. As an independent registered investment advisor, we never want to hold client assets, we simply want to manage them. Having client accounts established at one of the largest custodians in the U.S. ensures transparency and security.

VANGUARD

Vanguard is a pioneer in the implementation of low cost indexing strategies since its founding by John C. Bogle in 1975. Vanguard is unique in that the company is owned by it’s funds, and its funds are owned by its shareholders, making it an ideal partner for index-based investment strategies accessible to everyone.

Aligning with the best partners ensures our clients attain their long-term goals.

Why Dimensional?

Senior leaders of DFA discuss their principles and perspectives on long-term investing

STRATEGIC ALLIANCES

DIMENSIONAL | SCHWAB | VANGUARD