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.

TD Ameritrade

TD AMERITRADE Holding Corporation (AMTD) through its brokerage subsidiaries, combines innovative trading technology, easy-to-use and understand trading tools, investment services, investor education and superior client service to create a market-leading financial services experience. TD AMERITRADE provides millions of retail investors, traders and independent registered investment advisors with the tools, service and support they need to help build confidence in today’s rapidly-changing market environment.  As of June 30th, 2010 the company provides custody to over $324 billion in client assets.

Pension Specialists

Founded in 1985, Pension Specialists, Inc. is a privately-held corporation headquartered in California.  PSI provides comprehensive retirement plan services and cafeteria plan services to over one thousand clients throughout the United States.  Clients range in size from one-person sole proprietors to large corporations with thousands of employees. In total, assets in the plans serviced by PSI exceed $14 billion as the end of 2011.

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.

Life-size chess pieces courtesy of Nomi Klein.