Our Vendors and Outsourcing Partners

Adding Value by Partnering with Specialists
DFA_LOGO_RGB_COLOR_Under3in

Dimensional (DFA)

For more than 30 years, DFA has helped investors pursue dimensions of higher expected returns through advanced portfolio design, management, and trading. Their enduring philosophy and deep working relationships with the academic community underpins their approach to investing and forms the foundation for developing new strategies.

We partner with Dimensional to deliver an outstanding investment experience to our clients by providing them with strategies and products that have been thoroughly researched.

Prudent Investor Advisors, LLC

As the investment advisor to 401(k) plans, Prudent Investor Advisors, LLC relieves plan sponsors from significant responsibilities and liabilities for the selection, monitoring and replacement of plan investment options. This helps sponsors minimize their personal risk while maximizing wealth, long term, for plan participants (and their beneficiaries).

We partner with Prudent Investor Advisors, LLC to provide investment fiduciary outsourcing solutions for 401(k) and other retirement plans.

PIA
Asset-allocation-evaluator

TIAA-CREF (Teachers Insurance and Annuity Association of America)

TIAA-CREF was founded by industrialist and philanthropist Andrew Carnegie “with the goal of supporting the financial well-being of college teachers through a pioneering system of annuities and low-cost life insurance.” While they still focus on clients in the academic, research, and medical fields, they also now provide their no-load life insurance and annuity products to the general public.

We partner with TIAA-CREF to offer our clients non-commissioned life insurance and annuity products that in most cases do not have any surrender fees.

Fidelity Wealth Central

Fidelity Wealth Central is the institutional arm of Fidelity Investments.  They provide custody, trading, and administration services for the accounts of registered investment advisers, like us. In recent years they have been adding an integrating mix of products, technology and resources, to help give advisors the tools needed to better manage the investments of their clients in a rapidly changing and complex financial environment.

We partner with Fidelity to provide the core back office services needed for the management of our clients’ investments.

WC_stackedlogo_color_200px
trx logo

tRx (Total Rebalance Expert)

tRx -- a wholly owned subsidiary of industry giant, Morningstar – offers the most tax efficient auto-rebalancing software in the industry. Their unique, patented features, saves time, minimizes errors, enhances portfolio returns and improves client service by automating one of the most manual processes advisers face.

We partner with tRx to help manage client portfolios more efficiently and effectively.

eMoney

eMoney is the most advanced planning and practice management tool in the industry. With encrypted security two times the financial industry standard, they provide a secure non- transactional wealth management portal for each of our clients. Because their system allows for the aggregation of client accounts and for the inputting of relevant facts, the client portal provides simple-to-use and manageable solutions for budgeting and planning.  In addition, their secure vault provides a safe place for the storage of important documents and information.

We partner with eMoney to provide our clients with a simple but powerful tool for managing their personal finances.  Since we pay the annual subscription cost for each client, there is no “mining” of details about your personal life and habits.

eMoneyAdvisorLogo_Black
ExternalLogo

External IT

External IT provides a cloud-based alternative to complex, inefficient, and security vulnerable IT infrastructures. Their services are specifically designed to support the complex technical and compliance requirements of independent financial advisers.

We partner with External IT to insure that our computer systems meet SEC compliance standards and to enable our staff to work in a secure environment whether they are in or out of the office.

Redtail

Redtail Technology, Inc. is the leader in web-based client relationship management solutions for financial advisors. Their next-generation technology helps financial advisers better manage their client base by providing systems for tracking tasks, documenting meetings and conversations, and recording and retrieving vital client information. In addition, their systems increase efficiency by providing for - among other things - paperless office and email archiving solutions.

We partner with Redtail to maintain a client information system that standardizes procedures so all relevant client information and interactions are collected and retained in a way that can easily be accessed and retrieved.

redtail-logo
fi360

fi360™

Since 1999, fi360 has been developing innovative solutions for financial service providers so they can fulfill their own fiduciary duties, as well as assist their clients who are also fiduciaries. In addition to providing educational and training materials, their solutions include the AIF® and AIFA® designation programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®.

Our partnership with fi360 allows us access to their sophisticated fiduciary management tools which enables us to better implement the prudent practices required of fiduciaries.