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.
MyStockOptions.Com provides us the ability to monitor and track stock option grants for our clients. They provide a comprehensive list of articles detailing the intricacies of stock options as well as many other tools pertaining to stock options.
Dedicated Defined Benefit Services helps us implement Defined Benefit Plans for our high income self-employed clients and small business owners. We work with Dedicated DB to set up and administer the Defined Benefit plan while we provide the investment expertise and manage the retirement portfolio for the Defined Benefit Plan.
Advisors Access is a 401(k) solution built for advisors, by advisors. Our relationship with Advisors Access 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.
While we rely on these partners, the investment advice you receive is always our own.
Diversified Asset Management, Inc.
1113 Spruce Street | Boulder, CO 80302
Phone 303.440.2906 | email@example.com