
Dimensional Fund Advisors (DFA).
$50 billion institutional asset management
firm supplying passive asset class mutual
funds based on the principles of Modern
Portfolio Theory.

Serves
as custodian for client assets and broker
for trades.

.
serves as a custodian for client assets
and broker for trades.

Implements
fully-bundled, web-based 401(k) plan solutions
for retirement plan sponsors and their employees.

Provides
Missouri 529 college savings plans and high
quality variable annuity products.

. Offers
low-cost, no-load variable annuities with
DFA fund sub-accounts.
Alliance Benefit Group- Kansas City