Partners & Affiliations
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, managing broadly diversified global index funds for long-term investors.
Fund shares are not available directly to individuals, but rather to clients of a limited group of financial advisory firms. Rausch Financial’s relationship with Dimensional is based on our 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 academic research, resulting in 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 economists, such as Nobel laureate Eugene F. Fama, University of Chicago Booth School of Business, and Kenneth R. French, Tuck School of Business at Dartmouth College, to develop and enhance its strategies.
For over two decades, Loring Ward has provided portfolio management and back-office services to select 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.
As the industry’s largest global business solutions provider, more customers clear with Pershing than with any other firm.
As custodian, they are committed to the safekeeping, segregation and reporting of their global client assets. Their public ownership and global Systemically Important Financial Institution status ensures your assets and future are backed not just by words but by more rigorous testing and independent third-party regulations and protections. They embrace this responsibility as it ensures that their interests will always be aligned with their clients' interests.
Rausch Financial is affiliated with Acorn Financial Advisory Services, Inc (AFAS), a Registered Investment Advisor.
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.