Alliances

The tools used to support the strategies that develop your vision

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Fidelity Investments
Fidelity provides the following services to our clients; Custody of assets and reporting, Trading, Technology that allows our office to process workflows efficiently, and Practice management suggestions that add our value to you.

Dimensional Fund Advisors (DFA)
DFA is the provider of the institutional class funds we use to develop portfolios for our clients. As of September 2008 DFA managed $140 billion worldwide. DFA is unique in the market place. Founded in 1981, DFA has focused on applying the research results in an engineered approach to building portfolios matching risk and return over time.   

BenefitStreet
BenefitStreet provides 401(k) administrative services, plan consulting services, reporting and enrollment. They are the back office solution to plan sponsors. BenefitStreet provides online access for participants. We provide the vehicle BenefitStreet provides access.

Backoffice Solutions
Naomi Scrivener is a Certified Financial Planner and principal of Backoffice Solutions. The focus of Back Office Solutions is to provide individualized financial planning support at a critical level in the financial planning process of analyzing data and developing a plan.