The coordination of information is a challenge that we take on for you. We
expect ongoing improvements and enhancements to this section of the website.
Through the provided links, you will be able to check on yourself and check in
with us.
Our Financial Engineers*
We are totally committed to disciplined investment processes. In this
commitment we rely heavily on two strategic partners – Dimensional Fund
Advisors and SEI Trust Company. While offering different approaches to the
investment process, both are committed to risk management, sophisticated
investment research and creating appropriate investment choices for individuals
(as distinguished from institutions).
Our Custodians
All funds under our direct supervision are helped by one or two custodians –
SEI Trust Company or Charles Schwab & Company. Both custodians offer
numerous conveniences for our clients including direct web access, check writing
and debit card capabilities and monthly reporting.
Other Useful Sites
*Wealth Design Services Inc receives no
remuneration from any source other than our clients. Our relationship to SEI,
Dimensional Funds and Charles Schwab is the same -- we are their client. In
order to make servicing our relationship with you easier, we do benefit from
Internet access to your account
| 
