Partners
Dimensional Fund Advisors (DFA) is a global investment firm that has been serving investors for more than 35 years. Dimensional has been translating financial science into practical investment solutions since 1981. Dimensional offers investment solutions across asset classes, including global equities, fixed income, and REITs. Their equity and fixed income strategies combine rigorous research on the underlying drivers of returns with efficient execution in complex markets.
Vanguard is one of the world's largest investment companies, offering a large selection of low-cost mutual funds and ETFs.
AQR is a global investment management firm built at the intersection of financial theory and practical application. They invest on behalf of clients — including institutional investors, such as pension funds, defined contribution plans, insurance companies, endowments, foundations, family offices and sovereign wealth funds, as well as RIAs. They do this by filtering out market noise to identify and isolate what matters most, and by implementing ideas that stand up to rigorous testing. They focus on research-driven, practical insights powered by advanced technology, economic intuition and firm-wide risk management, which has made them a leader in alternative and traditional investment strategies.
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 independent Registered Investment Advisors (RIAs). They are consistently at the leading edge of integrating with technology providers to help provide the most robust portfolio and financial planning solutions in the industry. TD Institutional offers one of the industry’s most sophisticated trading platforms. The company has also won awards for its customer support and educational resources, helping investors make smarter, more informed decisions.
The Newport Group is independent, experienced, and responsive with more than 30 years of commitment to the retirement services industry. They are a leading retirement services provider with more than $150 billion of corporate retirement and insurance assets encompassing more than 925,000 plan participants from coast to coast. Their dedicated staff delivers comprehensive plan solutions and consulting expertise for all types of qualified, non-qualified, and defined benefit plans.
They offer a fully-integrated, digital strategy for plan administration and recordkeeping services; easy to read participant statements; and comprehensive plan accounting—all overseen by a single point of contact for managing conversion and administration, from start to finish. Importantly, they give us complete investment flexibility for our retirement plan clients.
Orion is a leading portfolio accounting and performance reporting provider for Registered Investment Advisors. Their innovative technology enables advisors to better serve their clients.
Fi360 helps its clients gather, grow, and protect assets through better investment and business decision-making. Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®. Thier vision is to be the leading provider of services that raise the level of professionalism in investment management.
RightCapital is an innovative financial technology company providing next generation financial planning software for financial advisors. They have created the industry’s first integrated financial and tax planning solution featuring tax projections and tax-efficient distribution strategies. Their comprehensive suite of tools provides: Social Security optimization, sequence of return risk, stress testing, budgeting, cash flows amongst many other innovative functions that allow us to deliver comprehensive financial planning in an efficient and effective process to our clients.
