Valued Partners and Strategic Relationships

We believe that an important component of excellent client service is collaborating with the right partners and creating strategic relationships. We work with a team of experts, including CPAs and Estate Attorneys, to determine the most beneficial course of action and strategy for the needs of our clients. We pride ourselves in working with some of the most respected companies in our industry. These experts and companies provide vital support services that allow us to concentrate on what we do best—serving and advising our clients.

 

Loring Ward

For more than a quarter century, Loring Ward has provided portfolio management services to a select group of America’s most knowledgeable and successful independent financial advisors and their clients. Through a unique combination of custom advisory strategies, a time-tested investment philosophy, and service excellence, Loring Ward helps financial advisors confidently achieve their clients’ most important financial goals. Based in San Jose, California, the firm is dedicated to freeing up financial advisors from the day-to-day management of operational details so they can spend more time working with clients.


Dimensional Fund Advisors

Kemp Financial Management has a strategic relationship with Dimensional Fund Advisors. Dimensional 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.

 

Charles Schwab & Co., Inc.

Kemp Financial Management has selected Charles Schwab & Co., Inc. as a primary custodian for our clients' accounts.

 

Dimensional and the Dimensional Logo are registered trademarks of Dimensional Fund Advisors LP. “Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., and Dimensional Japan Ltd. Dimensional Fund Advisors. 

These materials have been independently produced by Kemp Financial Management, LLC. Kemp Financial Management, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Kemp Financial Management, LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

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