For Clients

Our Partners

Providing clients with a first-class wealth management experience requires a strong team. At Five Factor Capital Advisors, we believe in focusing on our core competencies—portfolio management and financial planning—and outsourcing the rest to carefully chosen partners who are experts in their respective fields.

We think this approach allows us provide a fuller range of services to clients, both higher in quality and efficiency than if we did everything in house. Most importantly, we are able to put our full attention where it belongs: on servicing the needs of our clients.

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Schwab Institutional

Schwab InstitutionalSchwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.

Schwab provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today's economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision. As of December 31, 2011 Schwab has over 1.6 trillion dollars in client assets.

Dimensional Fund Advisors

Dimensional Fund AdvisorsDimensional Fund Advisors is a different kind of investment firm. Their confidence in the capital markets frees them to think differently about investing and push the frontiers of innovation. Since the firms founding in 1981, they have translated financial academic research into real world investment solutions, and through their revolutionary approach, investors may seek to capture what the market offers in all its dimensions.

Dimensional sees markets as an ally, not an adversary. Rather than trying to take advantage of the ways markets are mistaken, they take advantage of the ways markets are right—the ways they compensate investors. The firm designs portfolios to help their investors capture what the market offers in all its dimensions.

Dimensional Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Five Factor Capital Advisors. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

As of March 31, 2012 Dimensional Fund Advisors has over 245 billion dollars under management.

Loring Ward

Loring WardLoring Ward was founded over two decades ago with one straight forward mission: To provide portfolio management and back office support to a select group of America's most knowledgeable and successful independent financial advisors and their clients. These services include client reporting, portfolio management, operational processing, securities trading, and educational and training support.

Loring Ward Works with some of the academic community's most innovative and respected thinkers and economists ensuring that they are always researching tomorrow's solutions today. Their Investment Committee includes their chief investment strategist Joni Clark, CFA®, CFP®, as well as the noted behavior economist Meir Statman and the 1990 Nobel Laureate for Economic Sciences, Dr. Harry Markowitz.

Five Factor Capital Advisors receives Loring Ward's highest level of service including a dedicated administrative team assigned to servicing the needs of our firm and our clients.