Charles Schwab & Company
DHR primarily recommends Charles Schwab & Company as custodian for our clients’ investments because Schwab provides security, low transaction costs, client-centered orientation, and a partnership attitude. We’ve been working successfully with Schwab since 1989, and they have supported us in delivering consistently superior service to our clients.
Vanguard is one of the largest mutual fund companies in the world and well known as a provider of indexed investment strategies. But Vanguard also offers length and depth of experience, scale of operations, dedication to discipline and low costs. Their integrity to their shareholders’ interests is second to none.
Dimensional Fund Advisors (DFA)
Dimensional Fund Advisors (DFA) was formed in 1982 to provide specific investment strategies to large institutional investors. Today, they are the twelfth largest mutual fund company in the country, but they require all non-institutional capital to be managed through financial advisors like DHR. DFA is a top provider of specialized index funds, and DFA matches Vanguard in its integrity to shareholder interests.
By combining the investment opportunities offered by Vanguard and DFA, DHR can create successful portfolios that are built on Nobel Prize-winning research and employ well understood, transparent and low-cost strategies.
Many DHR clients own municipal bonds. In this area of our work, we consult with Stifel Nicolaus, one of the largest underwriters of municipal bonds in California. The professionals at Stifel Nicolaus add sophistication and strength to DHR’s successful investment strategies for our clients.