Strategic Alliances


Dimensional is a different kind of investment firm. An unwavering confidence in capital markets has freed Dimensional to think differently about investing and push the frontiers of innovation. Over the years, they have translated financial research into real world investment solutions, and through a revolutionary approach allowed investors to seek to capture what the market offers in all its dimensions.

In 1981, Dimensional launched its first strategy based on research documenting the stronger performance of U.S. small company stocks. Today, they manage over $245 billion, their management services available only to institutional clients and through select financial advisors.

Our relationship with Dimensional is based on a shared view about how capital markets work and how best to provide clients with a successful investment experience. Access to Dimensionals comprehensive offering of institutional caliber mutual funds enables us to provide our clients with globally diversified, low cost and tax efficient portfolios beyond what is available to the average "retail" investor.

For more information about Dimensional, click here to go to their website

TD Ameritrade Institutional

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs).  Their advanced technology platform, coupled with personal support from their dedicated service teams, allows us to grow and manage our practice more efficiently and effectively, while optimizing time with our clients. They provide a robust offering of products, programs, and services designed to help advisors build their businesses and help their clients with their financial goals.

TD Ameritrade Institutional is also committed to advocating on behalf of advisors and their clients on important issues. They understand the importance of being a fiduciary and strive to support RIAs in their efforts to serve their clients.


MoneyGuidePro is dedicated to one thing – helping advisors use financial planning to more effectively motivate each client to create, implement and maintain a personal financial strategy that best enables them to achieve their lifetime financial goals.

MoneyGuidePro is the first collaborative internet-based financial planning software that makes this easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.

MoneyGuidePro is financial planning software for financial adviosrs. Since we believe that everyone can benefit from professional advice, we don't try to replace the advisor with software. In fact, it's just the opposite. Our goal is to enhance the advisor's value by enhancing the value of the financial planning process for each client.


  • Do you want to know your financial-self better?
  • Would you and your partner like to better understand each other's attitudes towards financial risk?
  • Do you want to make sure your financial advisor is in tune with your risk comfort zone?
  • If you answered "Yes" to any of these questions, FinaMetrica can help.

FinaMetrica's Risk Profiling system has gained international recognition as the world's best practice in risk tolerance testing. Developed and tested in Australia over four years with the assistance of the University of New South Wales' Applied Psychology Unit, the FinaMetrica system was launched in 1998 and is now being used by leading advisors and financial institutions around the world in six languages.

The system provides a scientific assessment of an individual's personal financial risk tolerance in plain English. The system uses psychometrics to ensure validity and reliability. The 25-question risk tolerance questionnaire can be completed in 15-20 minutes and the comprehensive risk profile report is available immediately.


Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services.

Tamarac serves over 500 RIA firms, collectively managing more than $250 billion in assets. Investment advisors that use Tamarac's solution range in size from managing less than $10 million in assets to over $10 billion.

Tamarac was founded in 2000 and is headquartered in Seattle, WA.

Social Security Solutions

Deciding how to claim Social Security is arguably one of the largest financial decisions a person will make in his or her lifetime. Alarmingly, Americans are collectively foregoing billions of dollars in lifetime income because they are not well-informed about the choices available to them.

Realizing people need help with this important decision, the experts at Social Security Solutions have developed a software tool that uses a set of complex calculations to automatically figure out the effects of one’s Social Security choices. This allows people to instantly see how much lifetime income they will get, and with the advice of their financial advisor, make the choice that is best for them.