The Strength and Endurance of a Team

In today’s complex and ever changing world, no one person possesses all of the knowledge necessary to provide “Total Wealth Management”. By teaming with other professionals, your Personal CFO can focus attention on you and what you need – identifying new opportunities, monitoring your investments, finding suitable solutions that are appropriate to your needs. Our team of professionals share a commitment to maintain excellent professional skills and to provide excellent client service.

Dean McCormick of Insight Wealth Strategies, LP (“IWS”), an Irvine, CA based Registered Investment Advisor, is pleased to announce that he has entered into an agreement with RSM US Wealth Management, LLC. (“RSMWM”) Under the terms of the agreement, IWS will have access to the advanced planning, tax, investment and other resources of RSMWM, which, according to Accounting Today, is the second largest Registered Investment Advisor in the country owned by an accounting firm.

After the implementation of this agreement, IWS and RSMWM will continue to operate as independent firms.

Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional’s mutual funds are designed to meet the needs of professional investors, and the firm’s resources are devoted to improving these strategies wherever possible.

Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Insight Wealth Strategies. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

Dimensional’s investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the world’s leading financial economists to develop and enhance its strategies.

Visit the Dimensional Fund Advisors website »

Blackstone is the largest manager of alternative investments. Their Private Wealth Solutions group provides private investments for our clients to complement public securities.

Visit the Blackstone website »

Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.

Schwab provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today’s economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.

Visit the Charles Schwab website »