|
|
|
Our Strategic Partners
When clients work with us, they benefit from access to our carefully selected network of financial professionals. We leverage this network to provide our clients with an extensive menu of services covering a range of areas, including insurance, tax, and legal matters.
 We are proud to offer all value-added institutional investment strategies through Dimensional Fund Advisors. Dimensional is a financial consulting firm that works with a roster of institutional clients as well as a select group of independent financial advisors. Our relationship with Dimensional allows us to bring institutional-class asset management solutions to our clients—a level of service that has generally only been available to large corporations and the wealthiest families.
The resources at Dimensional share our commitment to basing investment decisions on well-researched economic principles. They apply research from numerous affiliations with leading academicians to the practical world of investing, allowing our clients to implement structured strategies that are at the leading edge of financial market research.
 Fidelity Investments, our recommended custodian, offers us access to a wealth of knowledge and resources and shares our commitment to integrity and excellent client service.
While we rely on Dimensional for investment management solutions and Fidelity for world-class custody and reporting services, the advice we give our clients is always our own.
 We also work extensively with CEG Worldwide, an elite consulting firm to the financial services industry. Our affiliation with CEG keeps us abreast of today’s most effective relationship-building methods and helps us stay true to our vision of providing world-class client service.
|
©2010 Grand Wealth Management, LLC. All rights reserved.
|