Dimensional Fund Advisors (DFA)
Our passive asset class investment approach is translated by Dimensional Fund Advisors into an array of mutual funds, each of which is rigorously designed to capture a particular “dimension” or asset class within a globally diversified portfolio.
Independent Member of The BAM ALLIANCE
The BAM ALLIANCE is an active community of more than 130 independent wealth management firms throughout the United States that have discovered a better way to help investors and their families take control of their financial futures and achieve their most important goals. Learn more here.
BAM Advisor Services (BAM)
BAM Advisor Services, LLC serves as the back office support to JDH. They offer a breadth of outstanding operational, training and consulting services designed to complement the talents of mature advisor firms, enabling JDH to focus the majority of their resources on providing expert investment advice, high-quality financial solutions and excellent client service.
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.
Fidelity Investments is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.
Retirement Plan Providers
To assist us in delivering high-service, low-cost retirement plan management guided by our prudent investment philosophy, JDH has allied itself with a collection of retirement plan providers, each of whom offer quality administration based on the latest technological innovations in their industry.
Our current alliances include:
Alerus Retirement Solutions