Our Partners

Your experience is backed by a team of great partners.

At Mosaic Wealth Strategies, we believe your advisory experience should be backed by a great team. That’s why we’ve partnered with some of the most widely respected companies in our industry. These companies help us behind the scenes by bringing our clients investment innovation, technology, and efficiency. Most importantly, they allow us to concentrate on what we do best; providing advice.

Dimensional Fund Advisors

Dimensional Fund Advisors (DFA) is a leader in developing evidence based investment solutions for institutional investors and independent investment advisors.

Dimensional is the 7th largest mutual fund company as of November 2017. Additionally, 83% of Dimensional funds have outperformed their benchmarks. Dimensional Funds are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Mosaic Wealth Strategies LLC.

Charles Schwab

Charles Schwab is an independent custodian and the safekeeper of our client’s accounts.

In 2017, Charles Schwab was voted as the “World’s Most Admired Companies” by Fortune Magazine.

As an independent financial advisor working with Charles Schwab, our clients benefit from stringent online security, client reporting, and efficient trade execution.

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Loring Ward

Established in 1990, Loring Ward is a third-party portfolio management firm located in San Jose, Ca.

Loring Ward provides Mosaic Wealth Strategies with an independent investment committee, investment research, and back office support. Their services help us provide great advice and a great experience to our clients.

They serve a select group of independent financial advisors and manage over $16 billion in assets as of November 2017.