About
Among the world's largest providers of financial services, Fidelity Institutional Wealth Services, Charles Schwab Institutional, and TD Ameritrade Institutional offer a powerful set of capabilities for registered investment advisors. They provide sophisticated wealth management investment strategies and services, extensive practice management resources, and flexible, open technology environments all backed by the strongest wealth management platforms in the business and specifically designed to assist firms like Purpose Wealth.
Dimensional Fund Advisors (DFA) is an institutional fund manager. It was founded in 1981 to apply academic research on capital market behavior to the practical world of investing. DFA has close ties with the University of Chicago and other financial economics research centers. DFA and mutual fund board members and consultants include some of the world's most distinguished academic theorists: Eugene Fama, Kenneth French, Roger Ibbotson, Donald Keim, and Nobel laureate Myron Scholes.
DFA funds were initially available only to institutional investors. Beginning in 1989, DFA began offering its low-cost institutional mutual funds to individual investors through approved investment advisors.
Currently, Dimensional Fund Advisors manages approximately $200 billion for corporate, government, college endowment, charitable, and Taft-Hartley clients, as well as clients of approved investment advisors.
Since 1985, Schwab Performance Technologies, a subsidiary of The Charles Schwab Corporation, has been a leading provider of portfolio data management and reporting solutions for independent financial advisors.