Team
Professional
Retirement Planning L.P. - Investment Advisors with years
of Pension and 401(k) plan experience that have identified a prudent
investment strategy for their clients.
Dimensional
Fund Advisors - An academic based mutual fund company
that offers no-load, institutional passive asset class mutual
funds.
BAM
Services - A Turn-key Asset Manager Provider "TAMP"
which provides back office services to registered investment advisors.
Charles
Schwab and Co. - Serves as our custodian and broker for
client trades.
Fidelity
- Serves as our custodian and broker for client trades.