Strategic Partners
Fund Families
Dimensional Fund Advisors
Dimensional Funds Advisors (DFA) manages over $500 billion in assets for institutions and individuals, who can only access Dimensional’s mutual funds by working with an independent wealth advisor approved by Dimensional.
Vanguard
Once mocked by Wall Street for offering index funds, The Vanguard Group is now one of the world’s largest providers of mutual funds and ETFs. Vanguard is synonymous with low-cost investing.
We choose to invest our clients’ money – and our own – in Vanguard’s mutual funds and ETFs because we trust the firm to provide extremely low-cost index funds with minimal tracking error.
Read more about Vanguard here.
Custodian
Schwab Advisor Services
Geometric Wealth Advisors has selected Charles Schwab & Co., Inc. ("Schwab") as primary custodian for our clients’ accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Schwab. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
These materials have been independently produced by Geometric Wealth Advisors. Geometric Wealth Advisors is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Geometric Wealth Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Insurance
Fieldstone Insurance Group
Fieldstone is a concierge insurance brokerage serving high-earning professionals. While we have no formal relationship and receive no compensation for doing so, we introduce our clients to Fieldstone whenever a gap in coverage exists, then work in tandem to select the right solution.
We choose Fieldstone for our clients' insurance needs - and our own - because their advisors are knowledgeable, their service is excellent, and their focus on high-earning professionals is directly relevant to our client base.
Read more about Fieldstone here.
Preferred Lending
Bank of America Private Bank
Bank of America Private Bank provides private banking and lending services to high net worth clients.
We choose Bank of America Private Bank for our clients' mortgage needs - and our own - because the bank understands that Geometric’s clients are dependable borrowers and is therefore willing to extend discounted rates, flexible terms, white glove service, and a streamlined application process.
Read more about our partnership with Bank of America Private Bank here.
Charles Schwab Bank
Charles Schwab Bank, SSB, a subsidiary of The Charles
Schwab Corporation, provides a full range of banking
services.
We choose Schwab Bank for our clients' lending needs - and our own - because it seamlessly
integrates with our investment custodian (Schwab). Schwab Bank is able to streamline the
lending process - and often offer preferential rates - when they lend to our clients. Read more
about Schwab Bank's Custom Lending program here.
Charles Schwab Bank
Charles Schwab Bank, SSB, a subsidiary of The Charles
Schwab Corporation, provides a full range of banking
services.