BG Investment Advisory Services, Inc. has access to resources, technologies and cost efficiencies typically only available to very large companies. Our affiliated partners listed below allow us to offer you world-class investment advice while providing local, personalized service.

Dimensional Fund Advisors, Inc.
BG Investment Advisory Services has access to funds offered by Dimensional Fund Advisors, Inc (DFA). DFA funds are only available to large institutional customers and to investment firms that are approved by DFA.

Modern Portfolio Management, Inc.
Utilizing the 1990 Nobel Prize winning strategy of Modern Portfolio Theory, Modern Portfolio Management, Inc. focuses on educating their clients about investment strategies while helping them maintain the necessary discipline to ensure long-term success.

Schwab Institutional
BG Investment Advisory Services uses Schwab Institutional as the custodian of our clients' investments. Schwab ranks among the largest brokerage firms in the nation. Working with Schwab gives our clients access to high-quality, cost effective custody, trading, research and back-office support.