100 Europa Drive, Suite 410 Chapel Hill, NC 27517 Secure Client Portal
919 459 8181

Funds & Custody

Providing clients with a first-class wealth management experience requires a strong team.

We partner with leaders in investment management and brokerage / custody services.

Dimensional Fund Advisors

Dimensional Fund Advisors, founded in 1981, manages approx. $575 billion of investments for institutions and clients of independent investment advisors.

Dimensional brings financial science to the practical world of investing. Dimensional strategies are unique in a number of ways, including the design of their funds, cost-aware execution, and the creation of complete portfolio solutions. The firm’s leadership and advisory board include some of the world’s leading authorities on investing.

Dimensional mutual funds are not available directly to individuals but are limited to clients of a select group of financial advisers such as Old Peak. Our relationship is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

Charles Schwab & Co., Inc.

Old Peak Finance has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.

Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. (“Schwab”). By using Schwab as primary custodian, Old Peak has access to a wide range of products and services that help us serve our clients, including:

  • Full range of investment products and trading services
  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
  • Wide array of investment account types including retirement accounts, charitable giving and education accounts.
  • Technology and support service so investors can access all their accounts online and view positions, balances and account histories in one place.

 

Clients may access their Schwab accounts by clicking here.