Strategic Alliances


Dimensional Fund Advisors provides a select group of financial advisors with access to their highly regarded family of institutional-caliber mutual funds. DFA’s directors and executives include Nobel Prize laureates and leading economists such as Myron Scholes, Robert C. Merton, Eugene Fama and Kenneth French.


TD Ameritrade Institutional is among the leading providers of comprehensive custody and brokerage services to Independent Registered Investment Advisors and their clients. TD’s advanced technology platform and service support enable advisors to run their practices more efficiently—and spend more time serving clients.

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