Advisory services are made in partnership with Gemmer Asset Management LLC, an investment adviser registered with the Securities and Exchange Commission.
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.
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.
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* Timothy Corriero (represented under the tradename “Juris Wealth”) is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. See disclosures. See Client Relationship Summary Form CRS.
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