Professional Network

When clients work with LJCooper Capital Management, 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.

Charles Schwab Institutional
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.

Triad Advisors
Triad Advisors is an independent broker-dealer registered with the Financial Industry Regulatory Authority (FINRA) and Securities Investors Protection Corporation (SIPC). As of December 31, 2008, the company provided support and investment solution providers to more than 375 professionals in 37 states servicing more than $9.5 billion in client assets.

First American Exchange Company

First American Exchange Company assists clients in money management through 1031 exchanges. LJCooper Capital Management is their preferred financial planning company.

Dimensional Fund Advisors
LJCooper Capital Management 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.

Since Dimensional’s inception in 1981, they have been pioneers in introducing asset class strategies to institutional investors. Dimensional manages assets for both institutional investors and clients of registered financial advisors. From offices in Los Angeles, Austin, London, and Sydney, their professional staff supervises portfolios twenty-four hours a day.

Dimensional’s range of investments includes more than thirty equity and fixed income strategies invested throughout the world. Most are designed with the objective of adding 100-200 basis points per year over conventional benchmarks while delivering a true representation of their target asset class.

Dimensional’s core priciples 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.

To learn more about Dimensional Fund Advisors, visit their web site at www.dfaus.com