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| Forrest & Rubin, LLC Forrest & Rubin, LLC is a Certified Public Accounting firm providing accounting, tax and consulting services. As a peer-reviewed firm that is an accredited member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA), Forrest & Rubin performs review and compilation accounting services for its clients.
Beyond accounting and tax expertise additional services we provide include:
Located in Coral Springs, Florida, Forrest & Rubin provides its services to corporations, partnerships, trusts, estates and individuals. Please call (954) 757-0300 for further information about our firm and to explore how we may assist you. |
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Dimensional Fund Advisors Working years ahead of the industry, Dimensional has forged a new way to invest. The firm inaugurated its strategies in 1981 with early research into the stronger performance of small cap stocks. Later, a comprehensive analysis of stock prices worldwide deepened the strategy repertoire and set a new standard for portfolio design. This evolution reflects an abiding belief in financial science and the efficacy of capital markets. |
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| BAM Advisor Services BAM is a service provider to independent registered investment advisor firms. BAM provides a comprehensive array of services directly to investment advisors. These include back office services such as quarterly reporting and serving as a liaison between advisors and broker/dealer custodians. BAM offers extensive training, continuing education and consulting services to its investment advisor clients.Clients also receive portfolio analysis services, research insights, and practice development assistance. BAM clients aregiven the opportunity to access institutional mutual funds, fixed income securities directly from wholesale brokers, and cost effective platforms for retirement plan servicing, broker/dealer and custodial services and compliance assistance. |
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| Charles Schwab Institutional While FR Financial Advisors provides investment advice, we do not have direct access to your account assets. As a client Charles Schwab Institutional is custodian of your account. With your permission, FR Financial receives Limited Power of Attorney (LPOA) to submit trade requests on your behalf and provide you with regular reports that summarize your portfolio’s performance. However, you remain in controlof your assets by having them held in accounts in your name. Charles Schwab Institutional provides us with the platform, products, programs and resources to serve our clients and grow our businesses efficiently and effectively. |
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| Aegon Although we do not typically recommend annuities as a cost-effective investment vehicle, if you already hold an annuity that is restricted from or cost-prohibitive to surrender, you may be able to transfer it to an alternative annuity. AEGON has access to Dimensional Fund Advisor sub-accounts within a no-load, relatively low-cost variable annuity. Their annuity solution is consistent with FR Financial’s guidingprinciples by providing low-cost, passive asset class investing. The annuities will appear as separate accounts on your quarterly reports. With this information, we can manage these DFA funds as part of the overall portfolio. |
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| First Mercantile First Mercantile, one of the premier collective investment trust (CIT) record keepers in the United States, offers investment solutions forqualified retirement plans. First Mercantile acts in a fiduciary capacity with respect to the management of the assets of the collective investment trust. Included on the investment platform are Dimensional Fund Advisors (DFA), Lifestyle and Target Date options. |
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