Our process centers around YOU

We leverage technology for an enhanced client experience: Human interaction–conversations and discussions are at the center of what we do. This is the best way to truly understand who you are, what you would like to achieve, and what your expectations are. Adjusting to changes over time and keeping you committed to the process cannot be replaced by an algorithm.

That being said, we are constantly evaluating and investing in technology that can help us leverage our value to our clients. This includes tools to better communicate with you, as well as, sophisticated portfolio management, risk analysis, and financial planning software.       

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Collabria Capital, Inc. is a registered investment advisor. Collabria and Dimensional are not affiliated. Video content is presented under permission from Dimensional (DFA).


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