Funds & Custody

Dimensional Fund Advisors

Dimensional Fund Advisors, founded in 1981, manages approx. $915 billion of investments for institutional and individual investors (data as of September 2025).

Dimensional seeks to bring financial science to the practical world of investing. Dimensional strategies seek to be different from those of other fund managers 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 leading authorities on investing.

Charles Schwab & Co., Inc.

Old Peak Finance recommends that its clients use Charles Schwab & Co., Inc. ("Schwab") as custodian for their accounts.

Schwab Advisor Services, a division of Schwab, 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:

Wide range of investment products and trading services.

Wide 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.