Our Alliances
Dimensional Fund Advisors (DFA)DFA is widely recognized as the pioneer in the movement toward passive investing. Their approach is firmly rooted in academic research which points to the benefits of a passive strategy. We feel DFA is the pre-eminent tool available to help you achieve your investment goals.
JG Advisors receives no compensation from DFA for using its funds nor are we under any obligation to use DFA if it does not best meet your particular investment needs.
BAM Advisor Services, LLC (BAM)
BAM provides a comprehensive array of services directly to independent registered investment advisor firms. These include back office services such as quarterly reporting, serving as a liaison between advisors and broker/dealer custodians and marketing materials. BAM offers extensive training, educational seminars and consulting services.
Through BAM, JG Advisors is given the opportunity to access institutional mutual funds, fixed income subadvisory services which provides access to fixed income securities directly from wholesale brokers, and compliance assistance.
Charles Schwab & Co., Fidelity Investments
Schwab Institutional (and upon occasion, Fidelity) is custodian to accounts we manage on your behalf. With your permission,
JG Advisors receives a Limited Power of Attorney to submit your trade requests and provide you with regular reports that summarize your portfolio's performance. However, you remain in control of your assets by having them held in accounts in your name.
AEGON
If you already hold an annuity that is subject to high fees, you may be able to exchange it for an alternative annuity. AEGON has access to no-load, passively managed Dimensional Fund Advisor (DFA) mutual funds within a relatively low-cost variable annuity. JG Advisors can help you assess if there is value in pursuing this option.
Ascendant Compliance Management
Ascendant Compliance Management is a leader in compliance and registration consulting services for Investment Advisors. Ascendant works closely with JG Advisors, providing ongoing compliance consulting, guidance and training. By ensuring that JG Advisors understands compliance control arrangements, Ascendant aims to ensure that good compliance becomes an integral part of the way we conduct business.
