Partners
Dimensional Fund Advisors (DFA)
For more than thirty years, Dimensional has been translating compelling research into practical investment solutions for their clients, and it delivers the performance of capital markets and increased returns through state-of-the-art portfolio design and trading. DFA’s strategies are available to individual investors through a select group of independent fee-based advisors, such as Champion Advisors.
For a look inside DFA’s origins and its strategy of applying science to investing:
Buckingham Strategic Partners, LLC
Buckingham Strategic Partners, LLC provides back office support to Champion Advisors, and over 100 other Registered Investment Advisors. They act as a direct link between Champion and our custodians to insure that our clients are receiving the best assistance possible through cashiering, portfolio analysis, and investment assistance.
Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial goals and objectives.
Charles Schwab is a leading provider of investment services including online investing, financial advice and banking solutions.
Proficient Compliance
Proficient Compliance serves as Champion Advisors’ compliance partner, providing a holistic solution to achieving and maintaining a high level of compliance standards.