Hanke & Co. Wealth Management is proud to leverage the cutting-edge technology and research of our globally-recognized partners:
Charles Schwab Advisor Services
Charles Schwab Advisor Services is custodian of our clients’ accounts. In the financial world, a custodian is the entity responsible for safekeeping client assets. Headquartered right here in San Francisco, Charles Schwab is custodian for approximately 2.5 million client accounts representing $1.2 trillion in assets managed by investment advisors. Schwab is regulated by the federal Securities & Exchange Commission (SEC) to protect consumers.
We believe Schwab to be best in its class, as it provides independent Registered Investment Advisors (RIAs) the best recordkeeping and trading platform. While we at Hanke & Co. have discretion to buy and sell securities on clients’ behalf, client authorization will always be required when moving money into and out of your brokerage accounts held with Schwab.
Dimensional Fund Advisors
Dimensional Fund Advisors is a global investment manager dedicated to implementing great ideas in finance. Since 1981, DFA has continuously applied academic research to practical investing. Today, DFA offers a full range of equity and fixed income strategies designed to target higher expected returns.
DFA’s preferred mutual funds provide a foundation for the broadly diversified portfolios we use to grow and safeguard our clients’ wealth. We partner with DFA because they understand that the money our clients invest with us represents the savings, sacrifice, and dreams they have entrusted to us. We and DFA take this responsibility seriously.
Orion Advisor Services, LLC
Orion Advisor Services, LLC provides Hanke & Co. with best-in-class portfolio accounting software. Orion allows us to deliver customized, in-depth quarterly performance reporting and cost-basis recordkeeping, and provides online access to our clients’ accounts.
We chose Orion as our partner over its competitors because they provide us with excellent infrastructure to efficiently manage and access client records. This enables us to provide our clients with easy-to-understand reports that display all their assets in one whole picture. We believe that Orion’s accurate, comprehensive portfolio accounting coupled with our experienced analysis empowers our clients to make confident financial decisions.