Our Alliances
Following
are Web sites of firms with whom PRP has created alliances to
help us better serve our clients.
-
Dimensional
Fund Advisors (DFA)
Our passive asset class investment philosophy is translated
by DFA into a pure, no-load mutual fund family, typically only
available to large institutional investors.
- BAM
Services
Bam Services is a Turnkey Asset Management Provider "TAMP"
that provides back office services and training to registered
investment advisors.
- AEGON
Financial Services Group
Enables access to DFA sub-accounts inside a no-load, low-cost
variable annuity.
- BenefitStreet
Our alliance with BenefitStreet enables access to a fully bundled,
Web-based, competitively priced 401(k) services for plan sponsors
and their employees.
- National
Regulatory Services
Helps with the registration of our Registered Investment Advisory
company and individual representatives, and with ongoing compliance
issues.
- First Mercantile Trust
Our alliance with BenefitStreet enables access to a fully bundled, Web-based, competitively priced 401(k) services for plan sponsors and their employees.
- Union Bank of California
Our alliance with BenefitStreet enables access to a fully bundled, Web-based, competitively priced 401(k) and defined benefit services for plan sponsors and their employees.
-
IndexFunds
Inc.
All about index investing, "What Smart Money is Coming
To"™
- The
Internet Guide to 529 Plans
Hosted by 529 Plan expert Joe Hurley, this site is a comprehensive
and up-to-date information resource on 529 plans and related education
investment options.
- William
F. Sharpe's Home Page
Sharpe was an early pioneer (and Nobel-prize winner) in Modern
Portfolio Theory. Find his latest work here.
- The
Efficient Frontier
Produced by William J. Bernstein, The Efficient Frontier is an
"on-line journal of practical asset allocation." Bernstein
also is author of "The Intelligent Asset Allocator,"
a primer of portfolio theory for small investors and a principal
of Efficient Frontier Advisors.
- The
Coffeehouse Investor Web Site
A site created "to help people build wealth, ignore Wall
Street and get on with their lives by making informed, intelligent
investment decisions."
- Morningstar
Need more fund info? Go right to the source.
- Mutual
Funds Interactive
A popular online mutual fund discussion group.
- Fairmark
Press Tax Guide for Investors
Handy tax resources, including an alternate source for IRS tax
forms.
Fixed
Income Investment Sites
-
Investing
In Bonds
Sponsored by The Bond Market Association, this site provides
pricing and a great deal of other information about the bond
market.
- Savings
Bonds
The US Bureau of Public Debt's online comprehensive source for
savings bond information and link to purchase bonds online.
- SmartMoney
Magazine Online
Look for the Economy & Bonds link for information about the
bond market and bond investing.
- The
Federal Reserve
Maintained by the Board of Governers of the Federal Reserve.
- The
US Treasury
Resources available from the US Treasury.
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