We work closely with numerous service partners in the Boulder area—trusted professionals on whom we rely to provide our clients with knowledge, expertise, and insights outside our core competency areas. Comprised of established thought leaders in their respective specialty areas, we may recommend and incorporate the advice of these trusted professionals.
- Kurt Hofgard, Attorney of Hofgard & Associates, P.C.
- Mark R. Sunderland, CPA of The Sunderland Group, Inc.
- Lynn Bird, Attorney of Caplan and Earnest LLC
We have chosen the following institutions as our strategic partners to assist us and our clients with their wealth management needs.
Dimensional Funds provides a revolutionary approach to investment management that is unique to the investment world, based primarily upon extensive academic research. Financial advisors must be approved to use Dimensional Funds and go through a series of seminars to understand their philosophy and investment strategy. Their funds are limited to a select group of fee-only financial advisory firms across the world.
TD Ameritrade is committed to serving the needs of independent financial advisory firms. We recommend them as the primary custodian for our client’s accounts. They provide us with an abundance of resources from their technology platform to reporting services, which helps us run our business in an efficient and effective manner.
CEG Worldwide LLC., is a leader in providing consulting services and research to elite financial advisors around the world. We work extensively with CEG to improve upon our skills and foundations as wealth managers in an effort to better serve our clients.
The BAM Advisor Services, LLC (“BAM”) 401(k) solution is built for advisors, by advisors. Our relationship with the BAM Advisor Services, LLC (“BAM”) 401k program allows us to provide 401k retirement plan solutions to our self-employed and business owner clients. Together, we provide advisor-managed portfolios from an independent, fee-only fiduciary advisor; fiduciary liability protection and fee transparency.
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