Our Approach as Retirement Investment Advisors
We want to help you understand the steps we take as part of our “buy and hold” strategy for long-term investing.
Our mission as a firm is to implement proven, time-tested investment solutions.
We subscribe to research resources through Litman Gregory AdvisorIntelligence.
We make use of research available from Charles Schwab & Co., Inc. (“Schwab”). (Dickinson Investment Advisors has selected Schwab as primary custodian for our clients’ accounts.)
We regularly confer with fund managers as part of our own independent personal research. We have shared a sample portfolio model of our with a group of funds analysts and authorized them to evaluate the funds we recommend for the portfolio. Overall, their analysis helped to reinforce the strengths of the asset allocation that we have had in place, and it also gave us several ideas for continuing to make improvements in our funds selection.
Ron, Dave, Cody, and Tom meet together as an Investment Committee to evaluate the funds on our recommended funds list as well as those that are in our Supervised Portfolios.
Committed to your successful retirement,
Ron Dickinson, CFP®, CPA, MPA-Tax
Disclosure: This blog has been independently produced by Dickinson Investment Advisors. Dickinson Investment Advisors is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, or endorsed, or otherwise sanctioned this blog nor has Schwab independently verified any of the information in it. Dickinson Investment Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.