Service Partners

For those clients who choose to have more in-depth guidance and asset management.

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Dimensional is the subadviser to your SA Funds. This link will take you to their website where you may obtain information about their research, philosophy, implementation and much more. Dimensional was founded in 1981.

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Loring Ward believes clients can benefit from the discipline and sophistication (and lower costs) that typically characterize institutional money management. Working with some of the academic community’s most innovative and respected thinkers and economists ensures that Loring Ward is always researching tomorrow’s solutions today. Loring Ward was founded in 1990 and serves as my back office to support me as I work to support you.

Why do I use Loring Ward or Dimensional?

I am under no obligation to use either Loring Ward, who manages the broader relationship with Dimensional (also under no obligation between firms), or Dimensional who manages investable money through the mutual fund structure. Loring Ward serves as my back office support along with other key partners that provide key business and office functions. The evidence that Dimensional applies is widely recognized as unique in the industry.

The primary reason I use these companies is that the evidence based approach of implementation(investing) ties in very well to support other evidence based research to measure and monitor retirement income that supports planning for retirement income ... both in getting to retirement, but also through retirement. Retirement income research uses indexed data for the research. The practical application of such research should thus also use indexing concepts.

On occasion, I do suggest the use of other firms instead, if their use is more appropriate for the client's situation or desires.