Dimensional Fund Advisors (DFA)
Our passive asset class investment approach is translated by Dimensional Fund Advisors into an array of mutual funds, each of which is rigorously designed to capture a particular "dimension" or asset class within a globally diversified portfolio.

BAM Advisor Services (BAM)
BAM Advisor Services, LLC serves as the back office support to JDH. They offer a breadth of outstanding operational, training and consulting services designed to complement the talents of mature advisor firms, enabling JDH to focus the majority of their resources on providing expert investment advice, high-quality financial solutions and excellent client service. 

Schwab Institutional
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

Fidelity Investments
Fidelity Investments is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

TD Ameritrade

TD Ameritrade is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

Bright Sky Group

Bright Sky Group is an alliance of independent, SEC-registered investment advisers. Our members provide objective wealth planning and investment advisory services for individual and institutional clients across the U.S.  Our 21-member first serve thousands of clients, with a combined total of more than $4.1 billion under advisement, as of September 30, 2009.

Linkenheimer LLP CPAs and Advisors
Founded in 1932, Linkenheimer LLP has accepted the changes that are the outgrowth of adopting new technologies.  These changes have kept them well equipped and knowledgeable.  They are committed to long-term relationships with their clients.  Thanks to their clients' long-lasting trust, they have grown to be one of the largest and most respected accounting firms in the North Bay.   

Retirement Plan Providers
To assist us in delivering high-service, low-cost retirement plan management guided by our prudent investment philosophy, JDH has allied itself with a collection of retirement plan providers, each of whom offer quality administration based on the latest technological innovations in their industry. Our current alliances include:

Alliance Benefit Group

NextStep Defined Contribution, Inc.  

First Merchantile Trust

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