Our Partners

Charles Schwab Institutional

Charles Schwab Institutional is the 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, allows advisors to run their practices more efficiently and effectively, while optimizing time with clients.

DFA – Dimensional Fund Advisors

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. Click here for the DFA Web site.