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Products and Services
Our advisory service is not all about us. We involve some of the top financial service companies in the world with their many resources and products.
Dimensional Fund Advisors (DFA). An institutional mutual fund family supplying passive asset class mutual funds based on the principles of Modern Portfolio Theory. DFA manages over $100 billion in assets. Visit DFA's website at www.dfaus.com
BAM Advisor Services (BAM). St. Louis based service provider to independent registered investment advisor firms assisting nearly 100 CPA firm affiliated advisors nationwide. Provides research, training, technical support, and back-office administration services.
Visit BAMs' website at www.bamadvisor.com
Schwab Institutional. Serves as custodian for clients' assets and broker for trades.
BenefitStreet. Implements fully-bundled, web-based 401(K) plan solutions for retirement plan sponsors and their employees. Visit BenefitStreet's website at www.benefitstreet.com
Aegon Financial Services. Offers low-cost, no-load variable annuities with DFA fund sub-accounts. Visit Aegon's website at www.aegon.com
First Mercantile. Providing fully-bundled, web-based 401(k) plan solutions for retirement plan sponsors and their employees. Visit First Mercantile’s website at www.firstmerc.com.
PKS & Company, P.A. One of the largest CPA firms on the Maryland Eastern Shore. Provides accounting, tax, and consulting services to many PKS Investment Advisors clients. Visit PKS's website at www.pkscpa.com
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