“Alone we can do so little; together we can do so much” Helen Keller
One of the most fulfilling parts of working as an independent fee-only financial planner is working with our clients to help them relate money to their lives. And in doing this, we have the privilege of becoming part of our client’s lives in order to help them achieve their lifetime goals.
In today’s complex and ever changing world, no one person possesses all of the knowledge necessary to provide the answers to the many financial questions that may arise. By teaming with other professionals, we can focus our attention on you and your goals. We help you identify new opportunities, monitor your investments, find suitable solutions that are appropriate to your needs, and update your financial plan accordingly. We work with a team of professionals who share our commitment to maintain excellent professional skills and to provide excellent client service. Here are 3 of them:
For more than two decades, Loring Ward has provided portfolio management and back-office services to a select group of America’s most knowledgeable and successful independent financial advisors and their clients. These services include client reporting, portfolio management, operational processing, securities trading, and educational support.
Loring Ward’s support services allow advisors to spend more time working with clients and less time dealing with the day-to-day management of operational details. Crimmins Wealth Management receives a high level of service from Loring Ward including a dedicated administrative team assigned to servicing the needs of our firm and our clients.
Loring Ward also serves as co-advisor in the investment advisory relationship. Their role is to provide extensive knowledge in the proper implementation of the investment strategy and maintenance of sophisticated planning tools that Crimmins Wealth Management uses to tie together three essentials: asset class funds managed by Dimensional Fund Advisors; contemporary application of modern portfolio theory; and each of our clients’ unique financial circumstances.
Dimensional Fund Advisors (DFA) is a leader in developing asset class funds for institutional investors and independent investment advisors. Dimensional Fund Advisors’ mutual funds are designed to meet the needs of professional investors, and the firm’s resources are devoted to improving these strategies wherever possible.
Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Crimmins Wealth Management. Our relationship with Dimensional Fund Advisors is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
DFA’s investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, DFA has continued to work with some of the world’s leading financial economists to develop and enhance its strategies.
TD Ameritrade Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. As a custodian, TD Ameritrade is a provider of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as specialized institutional trading, trust and pension services, cash management tools, and 24-hour online account access. Other custodians are Fidelity and Pershing.
TD Ameritrade provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today’s economic environment. TD Ameritrade is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.
Working with these professionals enables us to have the best team to help you achieve your goals. We work as a conduit to these other professionals to help our clients’ relate money to life.
If you enjoyed this article, CLICK HERE to subscribe to free updates from “Roots of Wealth”.
No comments yet.