Schwab Institutional is the #1 provider of trading, custody, and brokerage services to registered investment advisory firms, trust institutions, and third-party administrators. We are able to leverage the capital, resources, and expertise of the Schwab organization on behalf of our clients.

Founded in 1981, DFA works with some of the world’s leading financial economists to bring their theories and research into practice. The DFA investment approach draws upon the work of Nobel laureates and renowned financial economists, including DFA’s Board of Directors, Eugene Fama (University of Chicago), and Kenneth French (Dartmouth). Granite Wealth Advisors is among a select group of advisors qualified to offer clients direct access to passively managed, index-like funds designed and offered through Dimensional Fund Advisors (DFA).

The gold standard in financial research. Thompson Reuters is the premier provider of insight and commentary, reference data and stock reports for the largest firms and money managers throughout the world; and for our clients.

First Trust Portfolios was established in 1991 with a mission to offer investors a better way to invest. We partner with First Trust in providing trusted investment products and market research services. Chief Economist, Brian Westbury offers economic insights that help shape our investment philosophy.