Having complete independence, and objective analysis, gives Evidence Based Investing the freedom to bring to the table a wealth of A-list resources who add dimension and expertise to our recommendations and strategies. We hand pick our alliances and partners to ensure their philosophies, approaches and attitudes align with our own.
Dimensional’s family of asset-class investment funds, available only to institutional investors and a select number of approved investment advisors are often used in constructing portfolios targeted to our clients’ unique financial goals through all types of markets. Dimensional is a different kind of investment firm. They have consistently translated financial research into real world investment solutions. Dimensional’s selections of funds help us minimizing taxes, costs and excess turnover while capturing asset-class returns. Founded in 1981 Dimensional manages over $381 billion as of December 31, 2014 for numerous well known institutions and pension plans.
Charles Schwab Institutional
Evidence Based Investing chose Schwab & Co. for their expertise and experience with firms like ours. They provide our clients with excellent online access, easy to understand monthly investment statements, timely tax information and access to some of the best research available. We are proud to have our client assets held at Schwab & Co. Visit their website and see what makes Schwab & Co different.
Matson Money is a full service Registered Investment Advisor firm offering asset management services through independent financial professionals nationwide. Their unique approach to investing is firmly grounded in Noble-Prize winning financial and economic principles. They are dedicated to the scientific art of investing and to the education of their coaches. They believe that every investor should understand what they own and why they own it. Educated investors are confident about their investment approach and less likely to be swayed by the prognosticators and naysayers who influence investor’s decisions.
eMoney is one of the world’s largest and securest aggregators. It allows you to see everything you own all in one place. A private and secure location where your data is consolidated into one clear picture of you. It provides vaults to secure private and legal documents, as well as programs that determine the future impact of changes made today. eMoney provides all the tools to connect with everything you own so you can know what everything is worth, all in one place. Those who know what they have fair better than those who don’t.