Links
FINANCIAL RESOURCES
Prudent Man ADV Part 2 & Form CRS
Click Here to Download ADV Part 2 Click Here to Download Form...
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Schwab Alliance Login for Clients
https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx?&kc=y&sim=y
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Check Your Broker with BrokerCheck
http://brokercheck.finra.org/
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Prudent Man and Dimensional Fund Advisors
Our partnership with Dimensional Fund Advisors gives us the best opportunity to construct well diversified, passively managed portfolio for our clients. Prudent Man has an on-going relationship with a low-cost institutional fund manager, Dimensional Funds Advisors...
The Importance of Advice
https://youtu.be/U8mUhl6OxiQ
