Louis Barajas, Wealth Management System
Click here to access our secure web-based wealth management system. Our system provides a daily updated balance of a client’s complete financial position, as well as features and functions that enable more holistic financial planning and concierge-level servicing of a client’s needs.
Louis Barajas, Wealth Planning - Investment Portfolio Reports
Click here to visit our secure online reporting website. You will be able to view your account values, which are updated daily, as well as asset allocation, performance history, quarterly reports, and tax reporting information.
Dimensional Fund Advisors (DFA)
Click here to learn about DFA's investment philosophy and academic research. DFA does not offer funds directly to individual investors. Instead, they choose to make their funds available through a select group of fee-only advisors.
Our custodian, Charles Schwab, acts as an outside party to provide asset safekeeping, transaction processing, recordkeeping and account level reporting. By having an outside custodian, our clients benefit from having the assets held separately from those who manage them, thus providing an additional level of account security for our clients.
Dimensional Fund Advisors (DFA) is our institutional investment manager that is responsible for providing the investment vehicles that we use to deliver pure asset classes to our clients. DFA has numerous relationships with leading economists, who provide the backbone for the DFA Philosophy. DFA is constantly striving to take scientific research of academia and implement real world strategies to capture this research. They handle trading on both the DFA and SA Funds, and deliver asset classes that are based on providing exposure to the three risk factors that investors are compensated for: the market factor, size factor, and value factor. DFA’s portfolio engineering techniques and trading expertise are a big factor in the benefits received by clients who use the Structured Investing Process.
Loring Ward provides an asset management platform for us. This includes providing access to planning and analytical tools, creating portfolio models and assisting in portfolio construction and rebalancing. In addition, Loring Ward provides full-service operational processing. This means they take accounts all the way from the new account opening process through the transfer and trading processes and to the ongoing maintenance such as rebalancing, deposits and periodic distributions.