Our founders, Keith Lichtman and Richard Frankowski, have over 30 years of collective experience in securities, fiduciary, and insurance law. In addition to serving as a wealth advisor, Keith is also a fourth-generation member of a family business, and a mediator. Richard represents individuals and families against financial advisors, broker-dealers, and others who have mistreated them. He is also a best-selling author of The Practitioner’s Guide to Securities Arbitration.
First Ascent Asset Management provides us with investment strategies and solutions and important back office support. Its Investment Committee includes several Chartered Financial Analysts, a PhD, and a Certified Financial Planner. Back office support comes from a talented team of financial industry veterans who share our commitment to a fiduciary standard of care. To learn more about why we partnered with First Ascent, we invite you to view this video from its CEO, Scott MacKillop:
While our portfolios are built using mutual funds and exchange-traded funds from more than one provider, we have an important strategic partner in Dimensional Fund Advisors. The following video provides additional background on Dimensional and its pioneering approach to portfolio construction: