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Dimensional Fund Advisors - An academic based mutual fund company that offers no-load, institutional passive asset class mutual funds. BAM Services - A Turn-key Asset Manager Provider "TAMP" which provides back office services to registered investment advisors. Charles Schwab and Co. - Serves as our custodian and broker for client trades. Fidelity - Serves as our custodian and broker for client trades Santa Fe Trust, Inc. - An independent trust company that provides personal trust account administration, working with us for trust account investment management |
