Providing clients with a first-class wealth management experience requires a strong team. At Dan Goldie Financial Services, we believe in focusing on our core competencies—portfolio management and financial planning—and outsourcing the rest to carefully chosen partners who are experts in their respective fields.
We think this approach allows us provide a fuller range of services to clients, both higher in quality and efficiency than if we did everything in house. Most importantly, we are able to put our full attention where it belongs: on servicing the needs of our clients.
For almost two decades, Loring Ward has provided portfolio management and back-office services to a select group of America's most knowledgeable and successful independent financial advisors and their clients. These services include client reporting, portfolio management, operational processing, securities trading, and educational and training support.
Loring Ward's support services allow advisors to spend more time working with clients and less time dealing with the day-to-day management of operational details. Dan Goldie Financial Services receives Loring Ward's highest level of service including a dedicated administrative team assigned to servicing the needs of our firm and our clients. Loring Ward is headquartered in San Jose, California.
Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional's mutual funds are designed to meet the needs of professional investors, and the firm's resources are devoted to improving these strategies wherever possible.
Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Dan Goldie Financial Services. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
Dimensional's investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the world's leading financial economists to develop and enhance its strategies.
Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.
Schwab provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today's economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.