Our Strategic Partners

Dimensional Fund Advisors is a registered investment advisor headquartered in Santa Monica, California. Dimensional maintains regional sales offices in Chicago and Vancouver and sales and trading offices in Austin, London and Sydney.

Dimensional forged a new way to invest. The firm inaugurated its strategies in 1981 with early research into the stronger performance of small cap stocks. Later, a comprehensive analysis of stock prices worldwide deepened the strategy repertoire and set a new standard for portfolio design. This evolution reflects an abiding belief in financial science and the efficacy of capital markets.

Dimensional is an institutional fund advisor that requires a minimum of $2,000,000 per fund per investor for access to their mutual funds.  This requirement is waived for clients of Smart Investor who are able to benefit from the financial science and academic research Dimensional has brought to the practical world of investing.  Known worldwide for its innovative and revolutionary approach, Dimensional has served institutional clients since 1981.  With this strategic alliance, PRIVATE WEALTH CFOs is able to bring these institutional experiences and efficiencies to our clients.


As of December 31, 2010, the firm managed over $200 billion for over 450 institutional clients, including corporate, public, and Taft-Hartley retirement plans, endowments, and foundations; and clients of over 900 DFA approved registered investment advisors.

TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients.

Additionally, TD AMERITRADE Institutional provides a robust offering of products, programs and services. These services are all designed to help advisors build their businesses and do the best possible job they can help their clients with their financial goals.

Charles Schwab Advisor Services, a division of Charles Schwab, is a leading provider of custodial, operational and trading support for independent investment advisors. Since 1987, Schwab Institutional has supported independent investment advisors by offering support and services to help grow their businesses and help their clients. Working with Schwab enables PRIVATE WEALTH CFOs to provide a wide range of products and support to help investors reach their financial goals.