You can’t do it all on your own.

In today’s fast-paced business environment, solid partnerships are critical. At Portico Wealth Advisors, we pride ourselves on having some of the best alliances in the business. The companies featured below have been selected for their quality, efficiency and dedication to service, and are a key part of the exceptional experience that we deliver.

Charles Schwab

The Charles Schwab Corporation (SCHW) is a leading provider of financial services, with more than 300 offices and 7.9 million client brokerage accounts, 1.5 million corporate retirement plan participants, 794,000 banking accounts, and $1.4 trillion in client assets as of May 31, 2010. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors.

Dimensional Fund Advisors

Dimensional Fund Advisors is a provider of low-cost, institutional-grade investment products. Founded in 1981 as an offshoot of the University of Chicago, the firm leverages the research of prominent academics, including Eugene Fama, Ken French, Robert Merton, and others. The firm is currently based in Austin, TX, with additional offices in Santa Monica, Chicago, London, Sydney and Vancouver. As of June 2011, assets managed by Dimensional are in excess of $230B.

Precision Advisor Services

Precision Advisor Services, LLC provides an outsourced solution for Schwab Performance Technologies’ reporting software PortfolioCenter©. The firm is run by retired US Air Force Technical Sergeant, Jill Sisson. Jill has over a decade of experience working with PortfolioCenter©, and is considered by Schwab to be among the top 5% of users.  PAS’s consulting services include all facets of portfolio accounting, record keeping, and reporting.


Kreativz™ is passionate about bringing brands to life in ways that achieve business and communication goals. Creative. Strategic. Market-oriented. Kreativz™ excels at conceiving and communicating company or product brand messaging across diverse media. From branding to websites, from brochures to rich media presentations, the experts at Kreativz™ help you define, design and deliver your communications on time and on budget. Its principals, Kristin Lee Swenson and Howard Ronder, have decades of experience to draw upon when solving your branding or marketing challenges.

Life-size chess pieces courtesy of Nomi Klein.