Providing our clients with a first-class wealth management experience requires a strong team. We collaborate with leading financial service companies representing the highest standards of competence and integrity in the industry.
Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. The company manages broadly diversified global index funds for long-term investors. Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms. Rausch Financial’s relationship with Dimensional is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
Dimensional’s investment strategies are supported by extensive historical and Nobel-Prize winning academic research. The result is an investment model that is based not on speculation but on the science of capital markets. Since the firm was founded in 1981, Dimensional has continued to work with some of the world’s leading financial economists, such as Eugene F. Fama, University of Chicago, and Kenneth R. French, Dartmouth College, to develop and enhance its strategies.
For over two decades, Loring Ward has provided portfolio management and back-office services to a select group of America’s most successful independent financial advisors and their clients. These services include reporting, portfolio management, operational processing, securities trading, and educational and training support.
The company also provides sophisticated analytical tools to build customized portfolios. Loring Ward’s Investment Committee includes such notable individuals as Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences, and Meir Statman, Professor of Finance at the Leavey School of Business, Santa Clara University, known for his work in behavior finance.
Loring Ward is headquartered in San Jose, California and has more than $5.1 billion in assets under management.
Pershing is the industry’s largest global business solutions provider, with more customers who clear with us than with any other firm. We offer unequaled experience built over seven decades of serving financial organizations of every size and business model.
You can gain confidence from our financial position. Pershing has over $831.3 billion* in assets held in custody. Our parent company, The Bank of New York Mellon Corporation, has $24.4 trillion in assets under custody and administration.
Canto, Rausch, Deck & Company, P.A. is a full service public accounting firm made up of certified public accountants, staff accountants, and administrative staff. The firm focuses on the small business community and individuals.
Affiliations & Partners
Affiliations
Rausch Financial is affiliated with Acorn Financial Advisory Services, Inc (AFAS), a Registered Investment Advisor.
The Strategic Financial Alliance (SFA), Member FINRA, SIPC. AFAS is not affiliated with SFA.
Partners
Providing our clients with a first-class wealth management experience requires a strong team. We collaborate with leading financial service companies representing the highest standards of competence and integrity in the industry.
Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. The company manages broadly diversified global index funds for long-term investors. Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms. Rausch Financial’s relationship with Dimensional is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
Dimensional’s investment strategies are supported by extensive historical and Nobel-Prize winning academic research. The result is an investment model that is based not on speculation but on the science of capital markets. Since the firm was founded in 1981, Dimensional has continued to work with some of the world’s leading financial economists, such as Eugene F. Fama, University of Chicago, and Kenneth R. French, Dartmouth College, to develop and enhance its strategies.
Dimensional website »
For over two decades, Loring Ward has provided portfolio management and back-office services to a select group of America’s most successful independent financial advisors and their clients. These services include reporting, portfolio management, operational processing, securities trading, and educational and training support.
The company also provides sophisticated analytical tools to build customized portfolios. Loring Ward’s Investment Committee includes such notable individuals as Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences, and Meir Statman, Professor of Finance at the Leavey School of Business, Santa Clara University, known for his work in behavior finance.
Loring Ward is headquartered in San Jose, California and has more than $5.1 billion in assets under management.
Loring Ward website »
Pershing is the industry’s largest global business solutions provider, with more customers who clear with us than with any other firm. We offer unequaled experience built over seven decades of serving financial organizations of every size and business model.
You can gain confidence from our financial position. Pershing has over $831.3 billion* in assets held in custody. Our parent company, The Bank of New York Mellon Corporation, has $24.4 trillion in assets under custody and administration.
Pershing website »
Canto, Rausch, Deck & Co., P.A.
Canto, Rausch, Deck & Company, P.A. is a full service public accounting firm made up of certified public accountants, staff accountants, and administrative staff. The firm focuses on the small business community and individuals.
Visit www.cpa-crd.com