From the very first day in 1981 when DFA was founded they were in pursuit of using academic research to understand the capital markets. Dimensional’s core belief that the capital markets were efficient, allowed them to look for dimensions that are embedded in the market and can be harnessed but not timed.
Today, Dimensional manages over $400 Billion and their management services are only available to institutional clients and through a select group of financial advisors. Access to Dimensional’s institutional caliber mutual funds provides our clients globally diversified, low cost and tax efficient portfolios that can be customized to each client’s risk profile.
Emoney’s vision is to lead the digital transformation of the wealth management industry globally. Through its innovative goal-oriented planning process clients are able envision and meet both their spoken and unspoken needs. Emoney aggregates more than $1.4 trillion dollars for more than 25,000 financial advisors across three countries and fifty states, helping a million end users clients think through their planning needs.
Charles Schwab & Co, Inc.
Waypoint Capital Advisors, LLC has selected Charles Schwab & Co., Inc. as primary custodian for our clients' accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.
Charles Schwab & Co, Inc. ("Schwab") has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
Disclosure: These materials have been independently produced by Waypoint Capital Advisors, LLC, "WCA". WCA is independent of and has no affiliation with, Charles. Schwab & Co., Inc. or any of its affiliates ("Schwab'). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. WCA provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Tamarac delivers powerful portfolio analysis and flexible reporting. They are a leader in data quality, giving firms and clients the confidence to stand behind their numbers. The award-winning reporting capabilities allow firms to easily generate elegant reports focused on what matters most to clients. Tamarac is used by more than 900 independent RIA firms, collectively managing over $1 trillion in assets. Tamarac was recognized as the 2017 and 2018 Portfolio Management winner of the Family Wealth Report Awards.