Useful Links:

Dimensional Fund Advisors

As an independent RIA, we are able to choose from a very large pool of investment managers. One firm that we are approved to utilize for client portfolios is Dimensional Fund Advisors, a pioneer in the development of an investment methodology based not on speculation, but on the science of capital markets and the relationship between risk and return.

Charles Schwab

As our largest custodial partner, Charles Schwab assists private wealth management firms with services that integrate custody, trading, clearing, settlement and investments. They serve over 6,000 firms and custody over $505 billion in assets. They provide an open architecture for investment strategies and managers, and allow us to more effectively manage and monitor our client portfolios.

PDF:  Client Relationship Summary (Form CRS)

PDF: ADV Part 2A