Dimensional Fund Advisors - www.dfaus.com
DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.
The BAM ALLIANCE - www.TheBAMAlliance.com
Veritas Wealth Management is a member of the BAM ALLIANCE. The BAM ALLIANCE is a community of more than 135 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams:
We believe in delivering unbiased, transparent, evidence-based advice. We believe every investor is unique — requiring custom, comprehensive wealth management solutions. We believe that doing what’s best and doing what’s right should be one and the same principles and approach stand in sharp contrast to many in the financial services industry who prefer to play a rigged Wall Street game, often putting their own interests ahead of their clients’. That is not how it works within the BAM ALLIANCE. We believe that by putting our clients’ interests first, we achieve more together.
Attracted to our unbiased advice, our evidence-based approach to low-cost investing and our ability to deliver on the promise of true wealth management, more than 22,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $31 billion of collective assets as of September 30, 2017.
Schwab Institutional - www.schwaballiance.com
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.
AQR - www.AQR.com
AQR is a global investment management firm built at the intersection of financial theory and practical application. We invest on behalf of our clients — from pension funds and insurance companies to endowments and foundations to sovereign wealth funds and financial advisors. Our commitment to our clients is to help them exceed their long-term objectives. We do this by filtering out market noise to identify and isolate what matters most, and by implementing ideas that stand up to rigorous testing.
Fidelity Investments - www.fidelity.com
Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial goals and objectives.
Bridgeway - www.bridgewayfund.com
Bridgeway is a quantitative investment management firm that employs a wide array of proprietary statistical models to assemble investment portfolios that are designed to outperform their targeted benchmarks. Through strict adherence to a disciplined investment process, Bridgeway seeks to provide investors with exceptional risk-adjusted performance over the long term.
Stone Ridge - www.stoneridgeam.com
New York based Stone Ridge Asset Management, a provider of mutual fund investments across a variety of alternative risk assets including reinsurance and insurance-linked securities (ILS).
By clicking on any of the links above, you acknowledge that the links provided are solely for your convenience, and do not necessarily imply an affiliations, sponsorships or endorsements. We make no representations whatsoever regarding such third party Web sites. You should review the privacy policies of other Web sites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Web sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through such third party Web sites.