Dimensional Fund Advisors

Our passive asset class investment approach is translated by Dimensional Fund Advisors (DFA) into an array of mutual funds, each of which is rigorously designed to capture a particular “dimension” or asset class within a globally diversified portfolio. (DFA is our primary but not exclusive source for implementing our recommended investment approach, Dopkins receives no compensation from DFA for using its funds nor are we under any obligation to use them if they do not best meet your particular investment needs.)

Account Custodians

If you are an individual investor, Dopkins provides investment advice, receives Limited Power of Attorney to submit trade requests on your behalf, and provides you with regular reports that summarize your portfolio’s performance. However, you remain in control of your assets by having them held in accounts in your name at one or more of our alliance custodians. Your advisor will assist you in selecting which custodians make the most sense for your individual or retirement plan accounts from options such as Fidelity Brokerage Services, Inc., Charles Schwab & Co., and Schwab Trust.

Retirement Plan Providers

To assist us in delivering high-service, low-cost retirement plan management guided by our prudent investment philosophy, Dopkins has allied itself with a collection of retirement plan providers, each of whom offer quality administration based on the latest technological innovations in their industry. Our current alliances include First Mercantile Trust and The Newport Group.

Trust Management

Annuity Management

Dopkins does not typically recommend annuities as a cost-effective investment vehicle, but if you already hold an annuity that is restricted from or cost-prohibitive to surrender, you may be able to transfer it to an alternative annuity. AEGON can enable access to Dimensional Fund Advisor sub-accounts within a no-load, relatively low-cost variable annuity.

For more information regarding Dopkins Wealth Management, LLC, please contact Brian G. Cannon

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