Resources – Strategic Partners

We are proud to do work with the following organizations for the benefit of our clients.

Sensiba San Filippo LLP

With 40 years of experience, Sensiba San Filippo LLP (SSF) ranks among the region’s top 10 public accounting firms. Offering comprehensive assurance, tax and consulting services, the Firm has global expertise with a regional focus. As a member of Morison KSI, SSF is a part of an international association of affiliated accounting firms that supports their clients’ global business needs in over 88 countries. Headquartered in Pleasanton, the Firm has offices in Oakland, San Mateo, San Jose, Morgan Hill, San Francisco and now Fresno.

Fidelity Investments

Fidelity Institutional Wealth Services
Fidelity Institutional Wealth Services® is a leading provider of trading, custody, and brokerage services to registered investment advisors, trust institutions, and third-party administrators. The company is able to leverage the capital, resources, and expertise of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients.

MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. Its comprehensive service offering delivers sound, yet business-savvy, regulatory compliance solutions.

The firm pairs best-of-class compliance professionals with state of the art technology to meet, anticipate, and exceed the exacting needs of its clients. From the startup of an investment advisor through its RIA Incubator program to the outsourced compliance department capabilities of the RIA Institute, MarketCounsel’s service platform consistently delivers on the promise of trusted counsel and extraordinary service.

Champion Capital Research serves as an expert Fiduciary under ERISA Section 3(38) to those retirement plans that retain our advisory services. Champion works with Boards and committees to provide leading retirement plan consulting services for their trusted employees in 401(k) plans, profit sharing plans, 403(b)’s, 457’s, or defined benefit plans. They also provide services to non-qualified and ESOP plans. Services include investment management, plan design, plan benchmarking, and fiduciary services as an ERISA 3(38) manager.

Champion states, “Our commitment to a fiduciary code of conduct is our highest priority. As a result, Champion’s independence and transparency allows us to act in the best interest of our clients via unbiased advice and recommendations. We collaborate with leading trusted institutional partners to provide efficient and effective comprehensive services.”