Maximum Advisor Value through
World-Class Alliances
Collaborating with reputable and robust companies is crucial for independent investment advisory firms and their clients. These alliances expand our resources, expertise, and investment options, enabling us to navigate markets effectively. They also signify our commitment to transparency, best practices, and fiduciary responsibility, ensuring the highest level of trustworthiness in our financial services.
Financial Engines Advisors (Edelman)
1) Retirement-Centric Approach: The firm specializes in retirement planning and investment management. They focus on helping clients achieve their retirement goals by providing personalized investment strategies, including retirement income planning, to address the unique challenges of retirement.
2) Part of Edelman Financial Engines: Financial Engines Advisors is part of the larger Edelman Financial Engines organization, which is one of the largest independent registered investment advisory firms in the United States. This affiliation provides clients with access to a wide range of financial planning and wealth management services.
3) Consumer Reports Ranked as #1 Independent Investment Advisor
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Dimensional Funds Advisors
1) Evidence-Based Investing: DFA is known for its commitment to evidence-based investing, basing their strategies on rigorous academic research rather than market speculation. They apply principles such as small-cap and value investing, efficiently capturing market returns.
2) Low-Cost Approach: DFA is renowned for its low-cost approach to investing. They strive to keep expenses minimal, which can enhance returns for investors over the long term. This cost-conscious approach aligns with their belief in efficient markets.
3) Advisor-Centric Model: DFA primarily serves financial advisors and institutional investors. They work in partnership with financial professionals, providing them access to their funds and research tools to help advisors make informed decisions and create diversified portfolios for their clients.
Charles Schwab
1) Industry Leadership: Charles Schwab is a well-established and respected leader in the financial services industry. The company has a long history of providing brokerage, investment management, and financial advisory services to individuals, institutions, and financial advisors.
2) Zero-Commission Trading: Charles Schwab made headlines by eliminating trading commissions on U.S. stocks, ETFs, and options in 2019, sparking a broader industry trend of commission-free trading. This move made investing more accessible and cost-effective for individual investors.
3) Robust Investment Platform: Charles Schwab offers a comprehensive investment platform that includes a wide range of investment products, research tools, and educational resources. They cater to both self-directed investors and those seeking professional financial advice through their advisory services.
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