Investment Management
Managing money doesn't need to be intimidating.
Charles Schwab
Custodian
Charles Schwab serves as the independent custodian for your accounts, holding your assets securely and providing account protection and reporting. You’ll have direct access to your accounts at all times, with full transparency and oversight.
Altruist
Custodian & Technology Platform
Altruist supports the day-to-day management of your accounts through a modern, streamlined platform. It allows us to operate more efficiently behind the scenes, so we can spend less time on administrative work and more time focused on your plan.
Dimensional Fund Advisors
Investment Partner
Dimensional Fund Advisors is our primary investment partner. Their evidence-based approach to investing emphasizes broad diversification, cost control, and long-term discipline — helping us build portfolios designed to support your plan, not chase the market.