We partner with other firms in order to bring excellent services to all our customers.  See the list below for some of our most significant partner firms.  

 
 

claraphi

Advisory services are offered through the Claraphi Advisory Network, LLC.  Claraphi is headquartered in Laguna Hills, CA and is an investment adviser registered with the SEC.

We depend on Claraphi for technical support, compliance, due diligence, and administrative support.  Read more about this company at www.claraphi.com.

 

FIDELITY

We utilize Fidelity as a custodian of client assets.  Fidelity provides us with an excellent online interface and allows clients to monitor their investments.  We take no possession of assets and Fidelity receives and distributes all client assets.  Using Fidelity as a custodian does not prohibit us from holding a broad selection of mutual funds and ETFs in client accounts.  Find your account at www.fidelity.com

 

SCHWAB

We utilize Schwab as a custodian of client assets.  Schwab provides us with an excellent online interface and allows clients to monitor their investments.  We take no possession of assets and Schwab receives and distributes all client assets.  Using Scwhab as a custodian does not prohibit us from holding a broad selection of mutual funds and ETFs in client accounts.  Find your account at www.schwab.com

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tiaa-cref

We assist clients in managing their TIAA-CREF accounts.  If you would like assistance in understanding or managing your TIAA account, contact us and we will set up a consultation.