• Dimensional Fund Advisors (DFA) - dfaus.com
  DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner. 

• BAM Advisor Services (BAM) - bamadvisorservices.com
  BAM Advisor Services helps independent Registered Investment Advisor firms who share a common approach to the highest standard of client service in starting, building and managing their organizations. 

• Schwab Institutional
  Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

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