Dimensional Fund Advisors (DFA) is a leader in developing asset class portfolios for independent investment advisors. Beginning in 1989, DFA began offering its low-cost institutional mutual funds to individual investors through a network of selected investment advisory firms. Their mutual funds are not available through conventional broker/dealer firms.
As one of these select advisors, Vosberg & Associates plays a key role in educating clients about asset class investing, developing portfolio allocations to meet specific objectives, and helping the maintain the necessary discipline to ensure long term success. 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.
Loring Ward, headquartered in San Jose, California provides back-office services and portfolio management to a select group of America’s most knowledgeable and successful independent financial advisors and their clients. The services Loring Ward provides include client reporting, operational processing, securities trading, portfolio management, and educational and training support.
The support services from Loring Ward allow advisors like us to spend more time working with our clients and less time dealing with the day-to-day management of operational details. Vosberg & Associates receive the services of a dedicated administrative team from Loring Ward, assigned to taking care of the needs of my firm and my clients.
Charles Schwab Institutional provides extensive financial planning and retirement plan services to independent investment advisors. They are the largest provider of dedicated custodial services to the independent investment advisor community, and they offer investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.