We Choose These Firms

To provide our clients with safeguards and security, low transaction costs, client-centered orientation and partnership attitude, DHR has chosen Charles Schwab & Company as custodian for our clients’ investments. DHR made that choice in 1989 and we have never had a reason to change. By working with Charles Schwab & Co., DHR has been able to deliver consistently superior service to our clients.

Two mutual fund companies hold the majority of the equity investment capital of DHR’s clients - The Vanguard Group and Dimensional Fund Advisors (DFA). By combining the funds of these two investment companies, DHR can create successful portfolios built on heavily researched, well understood, transparent and low cost strategies.

Vanguard, the largest mutual fund company in the world, is well known to almost every investor as a provider of indexed investment strategies. However, Vanguard also offers length and depth of experience, scale of operations, dedication to discipline and low costs. Furthermore, their integrity to their shareholders’ interest is second to none.

Dimensional Fund Advisors (DFA) was formed in 1982 to provide specific investment strategies to large institutional investors. Today, they are the twelfth largest mutual fund company in the country, but accept no money directly from the public – they require all non-institutional capital to be handled through financial advisors. As a provider of specialized index funds, they have no peer, and as a firm responsible to its shareholders, DFA stands on a par with Vanguard.

Many DHR clients own municipal bonds. In this area of our work, we consult with Stone & Youngberg, the second largest underwriter of municipal bonds in California. The professionals at Stone & Youngblood add sophistication and strength to DHR’s successful investment strategies for our clients.