DKE Advisor Services – Dale K. Ehrhart, Inc., is a more-than-60-year-old firm dedicated to assisting Registered Investment Advisors such as Rocktree with a full range of back-office support related to account management and maintenance. DKE is an SEC-regulated Registered Investment Advisor with more than a billion dollars under management.
Fund Managers – We typically construct the core of our clients' portfolios with funds from fund management company Dimensional Fund Advisors. As our clients' fee-only fiduciary advocate, however, we receive no third-party compensation for recommending one investment over another. Whenever we feel a different investment is in your highest interest, we will recommend it.
Account Custodians – Your assets are held in an account in your name at Fidelity Investments or Schwab Alliance, from whom you'll receive independent monthly statements so you can keep an eye on your personal assets and account activity.