Asset Management
Through Pollock Investment Advisory Corporation (PIAC), a division of Pollock Financial Group, client risk tolerance and overall goals are determined and diversified portfolios are structured and managed in coordination with three asset management affiliates.
The Russell Investment Group
Located in Tacoma, Washington, Russell is the largest qualified plan manager in the United States with assets under management totaling $2.3 trillion as consultants plus $131.6 billion under direct management. They developed their expertise as a manager of managers in the pension field but now offer personal services, utilizing the same low fees, diversification concepts and institutional mentality which made them #1 in the United States. Our Russell representatives, Phill Rogerson and Bill Cantus, visit regularly as we are determining each client’s risk tolerance, developing suitable portfolios and regularly re-evaluating financial progress in accordance with the clients’ long range needs.
Frank, Rimerman + Co. LLP
Frank, Rimerman + Co. LLP is a well respected 60 year old San Francisco Bay Area Accounting Firm. They represent a number of our clients involving the compliance function. Their relatively new investment advisory division, Frank, Rimerman Advisors LLC, headed up by Patricia Ferrar-Rivas and Patrick Sullivan, have provided excellent analysis, portfolios and fund reporting for our clients.
Dimensional Fund Advisors through Loring Ward Advisor Services, a division of LWI Financial Inc.
Completely separate from active management, Loring Ward Advisor Services (through our representative Mark Kalinowsky) provides passive investment services exclusively utilizing Dimensional Fund Advisors funds (DFA). DFA provides enhanced index fund performance through a highly disciplined security screening process, by avoiding the re-constitution effect and through their block trading strategy. Pollock has had a relationship with DFA for more than a decade and we enjoy the continuity of that very competitive, passive investment service through Loring Ward.
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