Schwab Institutional

We use Schwab Institutional as the custodian for the accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name, at Schwab.

Dimensional Fund Advisors

We primarily utilize Dimensional Funds to implement our recommended evidence-based approach via funds designed to capture market “dimensions” in a low-cost, tax-efficient manner.