Gemmer Asset Management
Advisory services are made in partnership with Gemmer Asset Management LLC, an investment adviser registered with the Securities and Exchange Commission.
Dimensional Fund Advisors
Dimensional Fund Advisors (DFA) manages over $600 billion in assets for institutions and individuals, who can only access Dimensional’s mutual funds by working with financial advisors approved by DFA.
Third party custodians
All of our clients assets are held in custody with one of three reputable independent third party custodians: TD Ameritrade, Fidelity or Schwab. Clients can see and access their assets at any time through the websites of these firms, and our authority is limited to managing your investments, nothing more.
Certified Financial Planner © designation
The Certified Financial Planner Board of Standards, Inc. grants the CFP® certification as the recognized standard of excellence for competent and ethical personal financial planning.
Bendler & company, pc
Tax preparation services for Juris Wealth clients