Partners
http://www.dfaus.com/firm/clients.html
Apex Advisers has access to thousands of investments with a large portion of our clients portfolios invested in DFA Funds. Dimensional manages over $227.6 billion in assets as of March 31, 2011. Dimensional serves a distinguished group of institutional and advisor clients. For more information and a partial client list go to the Dimensional website.
Fi360 is a service provider to APEX Advisers providing a full circle approach to investment fiduciary education, practice management, and support. Fi360s practices and resources offer APEX Advisers the tools and resources that are essential as a fiduciary and in assisting fiduciaries in their roles and responsibilities.
Elizabeth Barrett, Principal of APEX Advisers is a member of the Financial Planning Association (FPA®). FPA is a valuable resource for information and tools for both consumers and financial professionals who are committed to providing advice in an objective, client-centered and ethical manner.
