Kerber, Eck & Braeckel LLP Kerber, Eck & Braeckel LLP is an affiliate of KEB Asset Management, LLC, offering a full-range of attest and accounting services, tax planning and preparation, and management consulting services.
Dimensional Fund Advisors (DFA) DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.
BAM Advisor Services (BAM) 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.
Schwab Institutional 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.
AEGON We do not typically suggest that clients invest in annuities as a cost-effective investment vehicle, but if a client already holds an annuity that is restricted from or cost-prohibitive to surrender, we may be able to advise a transfer to an alternative annuity. AEGON can enable access to Dimensional Fund Advisor sub-accounts within a no-load, relatively low-cost variable annuity.
First Mercantile Trust To deliver high-service, low-cost retirement plan management guided by a prudent investment philosophy, we have allied with First Mercantile Trust as a retirement plan provider. First Mercantile Trust offers quality administration based on the latest technological innovations in their industry.
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