Our Strategic Partners

Although we are independent, we are not alone. Our strategic partnerships provide support and help ensure that we are consistently providing our family of clients with exceptional service.

In our view, investing is a marathon not a sprint. It requires strategy, discipline and patience. No one can consistently pick the best stocks or time the market perfectly over the long term. Investing in index funds that mirror the markets limits risk, but can also limit returns. That is why we use time-tested “Tilted Indexing” best practices which “tilt” holdings to higher-performing stocks.

Through our strategic partnership with Dimensional Fund Advisors (DFA) we apply the “Fama-French” Investment Model to our portfolios. Developed by Nobel Prize-winning economists, the model identifies “dimensions” in specific stocks that outperform others 98.7% over any 20-year period since 1927. In plain English, that means developing a portfolio that combines the perfect balance between risk and return over the long term. This approach ensures lower, transparent fees for our clients.

BNY Mellon Pershing provides 80 years of innovation in the financial industry. Their global financial solutions and resources help ensure that our business is focused on maximizing opportunities for our family of clients. They provide back-office support in the form of clearing and custody, and are a leading provider of business management and best practices, which help us solve our clients’ most complex financial situations.