Silver Level

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of March 31, 2023, Dimensional and its affiliates manage $614 billion in USD for investors worldwide.

Greenwood Star Holdings, LLC (“Greenwood Star”) is a vertically integrated real estate company specializing in the acquisition, management, and disposition of multifamily properties. Founded in 2013 by Lisa Li and Dawson Lee and headquartered in Atlanta, Georgia, Greenwood Star, and its affiliated companies have owned and managed more than 37 multifamily properties with over 7,500 apartment units valued in excess of $700 million across the Southern United States. Greenwood Star currently has completed 29 full-cycle multifamily transactions and owns and manages eight multifamily properties with 2,163 units valued at more than $300 million.

We understand that no two clients are the same; therefore, their financial plans, and the way you help them decide how to approach inherent risks to investing in markets, will also be different. Through preservation of principal, growth potential, or guarantees to help provide income and legacy, Jackson®️ offers annuities specifically designed for fee-based financial professionals, with no commissions or withdrawal charges.

At RIA colleague we specialize in creating insurance solutions in three key areas: life insurance, long term care and estate planning. Our value proposition is rooted in our role as a professional independent insurance brokerage firm specializing in strategic partnerships with fiduciary FEE-ONLY Registered Investment Advisory firms.

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Silver Level