Professional Network
When clients work with LJCooper Wealth Advisors, they benefit from access to our hand-selected network of financial professionals. We leverage this network to provide our clients with an extensive menu of services covering a range of areas, including insurance, tax and legal matters.
Schwab Institutional is the industry leader in providing institutional brokerage and custody services, advanced money management technologies, and dedicated client service to over 5,000 investment advisors representing $570 billion in assets managed — more than the next 5 largest institutional custodians combined.
First American Exchange Company
First American Financial Corporation (NYSE: FAF) is a leading provider of title insurance and settlement services to the real estate and mortgage industries and also perform 1031 tax-deferred exchanges. LJCooper Wealth Advisors is their preferred financial planning company.
LJCooper Wealth Advisors is proud to offer value-added institutional investment strategies exclusively through Dimensional Fund Advisors. Dimensional’s portfolios are available for individual investment only through a select group of independent financial advisors. Our relationship with Dimensional allows us to bring institutional-class asset management solutions to our clients – a level of service that has generally only been available to large corporations and the wealthiest families.
Dimensional Fund Advisors applies academic research to the practical world of investing. Their objective is to help advisors and their clients structure globally-diversified portfolios and to add value through engineering and trading.
Dimensional’s core principles and beliefs are:
Markets Are Efficient
Markets work and, for investment purposes, assets are fairly priced.
Risk and Return Are Related
Priced risk factors determine expected return.
Diversification Is Key
Diversification is the antidote to uncertainty. Concentrated investments add risk with no additional expected return.
Structure Explains Performance
Asset allocation principally determines results in a broadly diversified portfolio.