Our 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.

Unity is strength. When there is teamwork and collaboration, wonderful things can be achieved.

MATTIE STEPANEK

Dimensional Fund Advisors (DFA), founded in the year 1981, is a leader in developing evidence based investment solutions for institutional investors and independent investment advisors. Dimensional Funds has assets under management totalling $586 billion as of June 30, 2019. 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.

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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.

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. They serve a select group of independent financial advisors and manage over $33 billion in assets as of December 2018.