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.

 

 

Scottrade offers a full line of investment products, online trading platforms and market research tools to help investors achieve their financial goals. Since their founding in 1980, they believe that their commitment to helping investors trade with confidence and dedication to providing exceptional value have meaningfully impacted the lives of clients and associates. Scottrade has more than 500 branch locations.

BPA csa
BPA fpa
BPA Newcity CC
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