We have forged alliances with several service provides to provide exceptional service to our clients. Some of our primary partnerships include:
Poinciana Advisors Group, LLC is a proud member of the BAM ALLIANCE, an active community of more than 135 independent wealth management firms throughout the United States. Every member of the BAM ALLIANCE shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures. Collectively, BAM ALLIANCE wealth management firms represent over $33 billion in collective assets as of March 31, 2018.
The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner. Its investing model is guided by decades of research and based on what the science of capital markets demonstrates to be the most effective way to invest. DFA implements our recommended passive investment approach via funds designed to capture market “dimensions” in a low-cost, tax-efficient manner.
Founded in 1998, AQR Funds manages assets for the largest institutional investors in the US, Europe and Australia. AQR is the leading provider of alternative investments and broad spectrum, long-only funds. Their investment philosophy is centered on a systematic process to control costs and manage risk, all grounded in solid economic principles.
Bridgeway’s philosophy is simple: put investors first – and improve the world while doing it. Their investment process is statistically driven and evidence-based, built around the fiduciary promise to act in clients’ best interest. That means keeping investment costs low while providing expertly designed investments options to our clients. Of course, it goes deeper than that: Bridgeway donates 50% of its profits to nonprofit organizations every year.
BAM Advisor Services helps independent Registered Investment Advisor firms who share a common approach to the highest standard of client service in starting, building and managing their organizations.
Fidelity gives investors the kind of global reach and multi-asset class management experience critical to building a diverse portfolio. Fidelity’s no-load funds provide a range of choice and value to Poinciana clients. Fidelity Investments is also custodian to several 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.
Charles Schwab was founded in 1973 with an aim to make investing more accessible to the general public. Today Schwab is also one of the largest mutual fund companies in the nation, offering everything from index-tracking funds to comprehensive asset allocation tracking solutions.
TD/Ameritrade offers one of the industry’s most sophisticated trading platforms. The company has also won awards for its customer support and educational resources, helping investors make smarter, more informed decisions.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Poinciana Advisors Group, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
Ellrich, Neal, Smith, & Stohlman, P.A. (ENSS) is an affiliate of Poinciana Advisors Group, LLC, offering tax, auditing, valuation, and other accounting services.
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