Meet Our Resource Partners
To ensure our clients receive comprehensive wealth management services, we embrace a "best of class" approach. This is why we have partnered with some of the most widely respected companies in our industry including Dimensional Fund Advisors (DFA), Loring Ward & Charles Schwab. These companies bring our clients investment innovation, technology, and efficiency, and allow us to concentrate on what we do best: getting to know our clients better and providing customized and comprehensive advice.
In addition, we have assembled a team of complementary professionals from CPAs to attorneys and beyond whose advice and expertise are available to our clients and incorporated into our clients' financial plans as appropriate. We are also happy to work with clients' existing advisors, as preferred. Their contact info is below.
- Dimensional Fund Advisors
-
Dimensional Fund Advisors is a mutual fund provider with over 20 years of experience and over $160 Billion invested. DFA offers institutional caliber mutual funds that enable us to provide our clients globally diversified, low cost and tax efficient portfolios beyond what is available to the average investor at "retail". DFA funds are only available to institutional investors and through select financial advisors.
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.
DFA’s investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, DFA has continued to work with some of the world’s leading financial economists to develop and enhance its strategies.
For more information about DFA click here to go to their website.
- Loring Ward
-
For clients who utilize our portfolio design and ongoing management service, we are pleased to offer the resources of our portfolio managers at Loring Ward. For almost two decades, Loring Ward has provided portfolio management and back-office services to a select group of America's most knowledgeable and successful independent financial advisors and their clients. These services include client reporting, portfolio management, operational processing, securities trading, and educational and training support. Currently, Loring Ward manages more than $7 Billion of investment assets, including those belonging to the clients of Wine Country Wealth Management, LLC.
Loring Ward's support services allow us to spend more time working with clients because we are freed from much of the day-to-day management of operational details. Wine Country Wealth Management, LLC receives a high level of service from Loring Ward including a dedicated administrative team assigned to servicing the needs of our firm and our clients. Loring Ward is headquartered in San Jose, California.
The video below reviews the import role of Loring Ward's investment committee in designing investment portfolios and continuing to incorporate the latest research in investing and behavioral finance. Wine Country Wealth Management, LLC's clients benefit from this "intellectual capital" which informs our recommendations about our clients' portfolios. The investment committee includes notables such as Nobel Prize Laureate Harry Markowitz, a nationally - recognized behavioral finance expert, Meir Statman, as well as Chief Investment Strategist Joni Clarke, who holds the prestigious Chartered Financial Analyst (CFA) credential.
Click here to view a video of the Investment Committee in action.
- Schwab Institutional
-
Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers 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.
Schwab provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today’s economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.
- Complementary Professionals
-
Our complementary professionals are listed alphabetically by profession (click on name to be directed to his/her website):
Accounting
Linda Lampson, CPA, Director, Zainer Rinehart Clarke
Business Brokerage & Appraisals
(Sale of Small Business; Business Appraisal; Pre-Sale Consulting)
Al Statz, MBA, Owner, Exit Strategies Group
Eldercare
(Locating Care-giving Services and Facilities)
Frank Samson, Owner, Senior Care Authority
Legal
(Estate and Small Business Planning)
Real Estate (Commercial)
(Locating an Investment Property; Commercial Leasing; Lending; etc.)
Isaac Raboy, North Bay Property Advisors (Sonoma, CA branch)
Real Estate (Residential)
