Our Partners in Service

ASPire Financial Services, LLC is a leading provider of highly customizable, conflict-free retirement plan solutions (e.g. 401(k), 403(b), 457(b) and IRA). Through a state-of-the-art open-architecture proprietary technology platform, ASPire empowers a variety of retirement industry service providers with the freedom and flexibility of choice.  The company has approximately 100 employees and more than $10 billion of recordkeeping assets, 8,000 plans and 275,000 participants.  ASPire ultimately presents real opportunities for participants to achieve retirement success.

Broadridge is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. Broadridge builds the infrastructure that underpins proxy services for over 90% of public companies and mutual funds in North America; processes more than $4.5 trillion in fixed income and equity trades per day; and saves companies billions annually through its technology solutions.

Matrix Financial Solutions, now part of Broadridge Financial Solutions, Inc., is a leading provider of TrueOpen retirement products and services for third party administrators, financial advisors, banks and other financial professionals. Matrix serves more than 300 financial institutions with over $145 billion in customer assets processed through its trading platform.

Dimensional Fund Advisors is a global asset management firm with over $283 billion of assets under management by the Dimensional Group of companies as of March 31, 2013. An investment advisor registered with the Securities and Exchange Commission, Dimensional Fund Advisors LP is headquartered in Austin, Texas, with offices in the US, Canada, Europe, and Australia. Founded in 1981, Dimensional offers research-based investment strategies that seek to provide higher expected returns. There are currently eleven leading financial economists directly associated with the Dimensional Group (or the US Dimensional Funds) as directors or consultants, including Nobel laureates Robert Merton and Myron Scholes, and financial theory pioneers Eugene Fama and Kenneth French. Dimensional offers clients a full suite of equity and fixed income strategies.

The companies of OneAmerica offer a wide range of products and services for retirement plans.  As a leader in the retirement services industry, OneAmerica provides local service through a national network of experienced professionals focusing on the 401(k), 403(b) and 457 markets.  In the Northern California office, OneAmerica's team of experienced retirement plan professionals provides service and support to retirement plan sponsors who value the local, high-touch service model. 

TD Ameritrade Institutional1 is a leading provider of comprehensive brokerage and custody services to over 4,500 fee-based, independent registered investment advisors and their clients. Their advanced technology platform, coupled with personal support from their dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients.

TIAA-CREF2 started out offering retirement services to teachers nearly 100 years ago. Today, they are a national full-service financial services organization, with $520 billion in assets under management (as of March 31, 2013), and the leading provider of retirement services in the academic, research, medical and cultural fields. Participant financial well-being is the top priority at TIAA-CREF. They believe that working together with participants and their advisors leads to better financial outcomes. Regardless of how participants want to receive financial guidance and advice, they support both participants and their advisors with a comprehensive selection of resources for advice and education.

1 TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Integrous, and the other entities named above are separate, 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/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

2 Integrous is not sponsored by, affiliated with, or in any way related to TIAA, CREF, or any of their affiliates or subsidiaries (collectively, “TIAA-CREF”). TIAA-CREF has not reviewed and is not responsible for any of Integrous’ content. Any TIAA-CREF materials or TIAA-CREF information linked or provided by Integrous are based on sources TIAA-CREF believes to be reliable, but TIAA-CREF does not guarantee that such materials or information are accurate or complete. Teachers Personal Investors Services, Inc. and TIAA-CREF Individual & Institutional Services, LLC, Members FINRA/SIPC, distribute securities products.

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