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Our Preferred Providers

Charles Schwab Advisor Services is a business segment of The Charles Schwab Corporation and a leading provider of custodial, operational and trading support for more than 6,000 independent, fee-based investment advisors. Its advanced technology platform, coupled with personal support from dedicated services teams, allow advisors to run their practices more efficiently and effectively, while optimizing time with clients.

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based independent registered investment advisors (RIAs). Their advanced technology platform, coupled with personal support from their dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. They are also committed to advocating on behalf of advisors and their clients on important issues. They understand the importance of being a fiduciary and strive to support RIAs in their efforts to serve their clients.

Working years ahead of the industry, Dimensional forged a new way to invest. The firm inaugurated its strategies in 1981 with early research into the stronger performance of small cap stocks. Later, a comprehensive analysis of stock prices worldwide deepened the firm's strategy repertoire and set a new standard for portfolio design. This evolution reflects an abiding belief in financial science and the efficacy of capital markets.

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