Broker Check

Strategic Alliances & Partners

Fund Managers

The core of our clients’ portfolios are typically comprised of funds from select fund management companies Dimensional Fund Advisors and Bridgeway Capital Management. However, as our clients’ fee-only, fiduciary advocate, we receive no third-party compensation for recommending one investment over another. Whenever we feel a different investment is in your highest interest, we will recommend it. 

Account Custodian

Your assets are held in an account in your name at Schwab, from whom you’ll receive independent monthly statements so you can keep an eye on your personal assets and account activity.