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- Recommended Asset Allocation Models based on Modern Portfolio Theory
- Mutual Fund Research and Recommendations
- Preferred mutual funds – for DFA and non-DFA advisors
- Alternate mutual funds for tax loss harvesting
- Environmental, Social, Governance (ESG) specific funds
- 529 plans for college funding
- Ongoing Alerts
- Fund change recommendations
- Tax loss harvesting opportunities
- Client Communications
- Quarterly, white label newsletter
- Timely communications to respond to significant financial or world events
- Tax Management
- Year-end capital gain distribution avoidance guidance
- Investment Research summaries