CSA is an affiliate of CSA Financial Advisors, Ltd., offering a full range of tax, audit, valuation and other consulting services.  CSA is a well respected accounting firm in the greater Cincinnati area with over 40 local employees.

DFA is an institutional money manager which offers passive investment strategies and ongoing intellectual capital from some of the top minds in economics and finance.  This support allows us to deliver a successful investment experience to our clients.

We use Charles Schwab as our client custodian.  They hold the assets which we manage on our clients behalf.