By law, Capstone Wealth Partners cannot directly hold your investments and a Registered Investment Adviser, so we’ve strategically chosen Charles Schwab & Co. as the firm to ‘take custody’ of your accounts. We selected Schwab as your custodian for several key reasons, including competitive account fees, investment availability, technology, and most importantly, their commitment to the service of independent advisers like us. You will see the Schwab name in important places – on your account opening forms, monthly statements, and annual tax documents, just to name a few.
As part of our commitment to always provide clients with the most successful investment strategies, we’ve selected Loring Ward as our money management partner. Founded in 1990, Loring Ward is dedicated to bringing science, reason, and innovation to investing – servicing the unique needs of CWP and our clients. Through their Structured Investingphilosophy, we are able to offer portfolio management solutions that combine more than eight decades of market data, Nobel-Prized winning academic research, and the latest discoveries in behavioral finance. As of July 2011, Loring Ward has more than $7.1 billion in assets under management.
As a partner of CWP, Dimensional Fund Advisors provides the direct investment holdings that comprise the portfolio management solutions of Loring Ward. DFA is one of the largest independently-owned institutional investment management firms in the world. Their mission is to deliver the performance of capital markets and increase returns potential through state-of-the-art portfolio design and trading. It was founded in 1981 and currently manages more than $187.9 billion of assets.
Capstone Wealth Partners, Ltd. |