Business Partners and Associations

Our Business Partners and Associations

Schwab

Serving more than 5,000 independent investment advisors who have under custody $500 billion in assets and 1 million client accounts, Schwab Institutional is the leading provider of support for independent, fee-based investment advisors. Schwab Institutional focuses on providing advisors with the products and resources they need to serve their clients.

BPA dfa

Dimensional brings financial research to the practical world of investing.  As of September 30, 2013, DFA has $315 billion under management. Developing customized portfolio solutions involves taking the risk preferences, tax situations, and lifetime objectives of each client into account. DFA believes this task is best left to a professional advisor who is directly familiar with his or her client's financial experience, risk tolerance, and goals.

 

Retirement Plan Consultants started in 2006 and has been working with an exclusive network of financial advisors nationwide since 2009. They have the “In house” expertise in plan design, administration and recordkeeping.  Retirement Plans Consultants is a subsidiary of Nebraska based CPA firm Christensen Brozek Faltys which provides tax planning and business consulting services to more than 1,800 clients.

 

 

Our Managing Partner and Chief Investment Officer Larry Luxenberg has gained certification as a CERTIFIED FINANCIAL PLANNER, a financial professional certified by the Certified Financial Planner Board of Standards.

BPA csa
BPA fpa
BPA Newcity CC
BPA rba Logo