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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 Valued Wealth Advisors.
Since 1992, Loring Ward has provided portfolio management and back-office services to a select group of the nation's most knowledgeable and successful independent financial advisors. These services include client reporting, portfolio management, operational processing, securities trading and educational-training support.
Providing clients with a first-class Wealth Management experience requires a strong team. At Valued Wealth Advisors, we believe in focusing on our core skills - tax planning, portfolio management and financial planning - and outsourcing the rest to carefully chosen partners who are experts in their respective fields. We believe this approach allows us to provide a comprehensive range of services to clients, both in higher 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.
representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds. Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California.
Charles 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.
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Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through a team of independent financial professionals. These
Securities and Advisory Services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. Licensed to sell securities in the Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Maryland, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Oregon, South Carolina, Texas, Utah, Washington and Wyoming. Tax services provided by Vonderharr Wagner Associates, LLC, a Certified Public Accounting firm not affiliated with Independent Financial Group, LLC.
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