Industry Partners: We do not work alone. We have endeavored to build a team of the best financial service providers available in the industry. We have partnered with the industry-leading custodian and software providers to deliver state-of-the-art technology to you 24 hours a day. These secure, on-line tools allow a review of all your financial holdings within a consolidated view of your comprehensive personalized plan. These are the same providers who deliver back office support to the wealthiest families and largest financial institutions. We continue to put your interests first.
Charles Schwab acts as custodian of your account. Clients enter into a separate custodial/clearing agreement with an unaffiliated custodian where the assets are held in the client’s name. This recommendation is made based on such factors as Schwab’s financial strength, reputation, and its full range of services including its research and execution capabilities, pricing, banking, technology platform and responsiveness.
Dimensional Fund Advisors (DFA) is one of the managers that Tobin Investment Planning uses to implement our cost-effective and tax efficient diversified portfolios. DFA is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional builds investment solutions that focus on the drivers of expected returns. The firm applies a dynamic process that integrates advanced research, methodical portfolio design, and careful implementation, while balancing risks, costs, and other tradeoffs that may impact performance. This transparent approach is applied consistently across a full suite of global and regional equity and fixed income strategies to help meet the diverse needs of investors worldwide.
Morningstar is a leading provider of independent investment research in North America, and globally. They support an Advisors portfolio management system which features robust portfolio management, advanced research capabilities and sophisticated investment planning.
MoneyGuidePro® is the first collaborative internet-based financial planning software that makes this easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.
Clients will be able to track and understand all their assets in one place! This simple and informative platform allows your clients to see their balances, performance, allocation and holdings information any time as well as secure data sharing & collaboration technology.
FinaMetrica’s Risk Profiling system is a world leader in developing sound, practical tools which provide a scientific assessment of an individual’s personal financial risk tolerance in plain English. The system’s robust methodology for assessing personal risk tolerance uses psychometrics to ensure validity, reliability and accuracy of results.
RiXtrema is a crash rating company for managing money. Instead of crash testing cars, we offer tools to crash test investment portfolios and to mitigate risks. We serve variety of professional investors from large institutional quant groups to wealth managers and financial advisors.
Jefferson National is now Nationwide a recognized innovator of tax-deferred investing solutions for RIAs, fee-based advisors and the clients they serve. We aim to help RIAs and fee-based advisors take a seat on the client’s side of the table to better serve investors and help them achieve their financial goals. Our innovative products and services offer simplicity, transparency, lower costs and more choice.
Investments & Wealth InstituteTM, formerly IMCA was established in 1985 to deliver premier investment consulting and wealth management credentials and has established and enforced high standards for advanced practitioners, delivering premier education that offers a unique blend of Ivy League level expertise and practical application. Our primary objective, is to develop and certify ethical, competent professionals to provide clients with comprehensive strategies and advice on how to navigate their investments, and how to grow, preserve and transfer wealth.