Our Partners
- Leading Big Four Accounting Firm – www.pwc.com
- Dimensional Fund Advisors – Best in Class Enhanced Indexes and Investment Research – www.dfaus.com
- Morningstar Back Office Services – Best in Class Investment Performance Reporting and Investment Research – www.morningstar.com
- Bloomberg – Best in Class Global Market Research and Trading Tools.
- Crandall Pierce & Company – Best in Class Global Capital Market Research
- Charles Schwab & Company – Best in Class Custodian for Clients of RIA Firms – www.schwab.com
- TD Ameritrade & Company – Best in Class Custodian for Clients of RIA Firms – www.tdameritrade.com
- eMoney Advisors – Best in Class Wealth Management Aggregation System
- Our Valued Clients – Our Best in Class Clients often provide keen insights into the direction of our economy and through their questions; help push us to be on the cutting edge in our pursuit of strategies or tools that will help us achieve excellence.
