Our Partners
To offer our clients the highest level of service and support, we have partnered with a select group of companies who share our client-first focus. This means that the financial plans and portfolios we build together are designed to help you achieve your most important goals with confidence.
Founded in 1981, Dimensional Fund Advisors (DFA) has a long history of applying academic research to practical investing. One of the largest and most respected asset managers in the world, Dimensional offers a full range of equity and fixed income strategies designed to target higher expected returns
Schwab Advisor Services, an affiliate of Charles Schwab & Co. Inc., is the custodian for our clients’ accounts. Since 1987, Schwab has been a leader in safeguarding client assets. Their scale, resources, expertise, and tools make them the custodian of choice for large independent financial advisors.
Symmetry Partners creates best-of-breed, Evidence-Based investment solutions that leverage investment factors historically associated with helping to drive returns.