Strategic Partners

//Strategic Partners
Strategic Partners2017-09-01T18:13:00+00:00

 

Financial planning is not a one-time event. Accumulating assets or building a balanced portfolio takes time. Managing them for the long-term takes expertise from many perspectives. This is why Burnette Financial Planning aligns with an established network of nationally-recognized strategic partnerships that help to build, manage, balance and distribute assets we manage on your behalf.

Strategic Partner Infrastructure

Read on for a snapshot of each of our strategic partners.

Loring Ward

Loring Ward provides portfolio management and back-office services to a select group of knowledgeable and successful independent financial advisors and their clients. These services include client reporting, portfolio management, operational processing, securities trading, and educational and training support.

Loring Ward’s Investment Committee determines investment strategies and monitors investment solutions to help meet both the current and future needs of investors and create a better wealth experience. Members of the Investment Committee include Dr. Harry Markowitz. Dr. Markowitz is best known for winning the Nobel Prize in Economic Sciences in 1990 for his work on Modern Portfolio Theory. Another committee member Dr. Meir Statman’s Behavioral Finance research focuses on how investors and managers make financial decisions and how these decisions are reflected in financial markets.

Loring Ward’s support services allow advisors to spend more time working with clients and less time dealing with the day-to-day management of operational details. Burnette Financial Planning receives a high level of service from Loring Ward including a dedicated administrative team assigned to servicing the needs of our firm and our clients. Loring Ward is headquartered in San Jose, California.

From 401(k)s to Defined Benefit Plans and more, Loring Ward Total Retirement provides an innovative, cost-effective retirement platform that empowers plan participants. We invite you to learn more about our distinctive approach and how our “5 Retirement Plan Essentials” can make a real difference for plan sponsors and plan participants.

Loring Ward Total Retirement

From 401(k)s to Defined Benefit Plans and more, Loring Ward Total Retirement provides an innovative, cost-effective retirement platform that empowers plan participants. We invite you to learn more about our distinctive approach and how our “5 Retirement Plan Essentials” can make a real difference for plan sponsors and plan participants.

In addition, Loring Ward offers other models that marry your values to your investments including Socially Responsible Investing portfolios and Sustainability Investing.

Ask us about these investment models.

Dimensional Fund Advisors

 

 

 

 

 

Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional Fund’s mutual funds are designed to meet the needs of professional investors; the firm’s resources are devoted to improving these strategies wherever possible.

Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Burnette Financial Planning. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

Dimensional Funds investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the world’s leading financial economists to develop and enhance its strategies.

 

Pershing Investment Solutions

 

 

 

BNY Mellon’s Pershing provides global financial solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisor firms and wealth managers.

As a business-to-business provider, Pershing helps us power our business and maximize opportunities.

Fidelity Investments

Fidelity Investments puts the strength, resources, and experience of one of the world’s largest providers of financial services to work for you.

  • The largest brokerage platform in the industry with $5.1 trillion in assets under administration
  • Investments in technology to offer the scale and scope that helps firms drive efficient results and manage costs.
  • Financial strength with net capital of $2.7 B, exceeding requirements by $2.2 billion.

 

Charles Schwab Brokerage Services

 

The Charles Schwab Corporation is a bank and brokerage firm that offers products and services, including brokerage & retirement accounts, ETFs and financial services.

 

 

McDonald & Associates Certified Public Accountants

McDonald & Associates Certified Public Accounts has served its clients with professional, affordable, and personal accounting services since 1979. The firm is retained by Burnette Financial Planning to assist with more complex tax strategies to minimize the impact of life changes and to maximize your wealth.

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