Charles Schwab is one of the largest mutual fund companies in the nation, offering everything from index-tracking funds to comprehensive asset allocation tracking solutions. Schwab’s custodial services help us to offer world class advisory services.
Fidelity gives investors the kind of global reach and multi-asset class management experience critical to building a diverse portfolio. Fidelity’s no-load funds provide a range of choice and value to LJPR’s clients.
TD Ameritrade offers one of the industry’s most sophisticated trading platforms. The company has also won awards for its customer support and educational resources, helping investors make smarter, more informed decisions.
Dimensional Fund Advisor’s enduring philosophy and deep working relationships with the academic community underpin their approach to investing and form the foundation for new strategies.
The Bloomberg Professional service brings together real-time data on every market, unparalleled news and research, powerful analytics, communications tools and world-class execution capabilities — in one fully integrated solution.
L+ represents decades of experience with integrating estate planning into your comprehensive financial plan. LJPR has a unique partnership with L+A which allows us to offer a full suite of estate planning resources and services.