Strong Business Relationships

In addition to working with your professional team, Strategic Investment Advisors, LLC has a robust network of alliances for implementing your wealth plan.

 

 




TD Ameritrade Institutional 

As one of the largest brokerage firms in North America, TD Ameritrade Institutional is known for providing a wide range of products and services.  TD Ameritrade Institutional is one of the custodians to accounts we manage on your behalf.
 





DFA – Dimensional Fund Advisors

Our investment philosophy has strong roots tied to DFA’s research model that is based not on speculation but on the science of capital markets. Our core investment approach utilizes this research to capture market “dimensions” in a low-cost, tax-efficient manner.
Working years ahead of the industry, Dimensional forged a new way to invest. The firm inaugurated its strategies in 1981 with early research into the stronger performance of small cap stocks. DFA has continued to develop its scope and reflects an abiding belief in financial science and the efficacy of capital markets.  At present it is the ninth largest mutual fund company.
More information is available at http://www.dfaus.com/.
 





MoneyGuidePro™

Coordinating the viability of your long term goals with your investment portfolio is important to your long term success.  MoneyGuidePro™ is a collaborative internet-based financial planning software that supports a sophisticated goal-oriented process.  When coordinating your financial plan, we can test various scenarios and portfolios to help make the decisions that are right for you with greater confidence.

 

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Strategic Investment Advisors, and the other entities named are separtate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorese or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and the Toronto-Dominion Bank. Used with permission.