Built to work alongside you.

You advise. We invest. We coordinate early.

You remain responsible for your client’s corporate tax and legal advice.

We manage the corporate investment account and keep you informed when material investment decisions or relevant tax considerations warrant your involvement.

Corporate portfolios are built with Dimensional funds.

With your client’s authorization, we communicate directly rather than requiring you to obtain information through the client.

Our objective is simple: make your work easier without complicating your relationship with the client.

What you receive, and when

• The Corporate Investment Policy Statement

  With your client’s authorization, we provide the written investment strategy, including relevant investment objectives, liquidity requirements and corporate tax considerations.

  Material updates are shared when appropriate.

  WhenAt onboarding

• Corporate investment reporting

  We provide customized investment reporting directly and securely.

  Reports include investment performance, transactions, fees, investment income, distributions and available realized gains and losses.

  WhenEvery quarter

• Proactive communication

  We contact you when an investment decision could have significant corporate tax implications.

  Where reasonably practicable, we consult you before proceeding with material tax-sensitive transactions.

  Routine portfolio activity does not require accountant approval.

  WhenWhen material decisions arise

• Corporate investment tax reporting

  We prepare a comprehensive investment tax reporting package to support your year-end work.

  Our target is delivery within 30 days of the corporation’s fiscal year-end, provided the necessary information is available.

  Where relevant information from fund companies, custodians or other third parties is unavailable, we provide the completed package as soon as reasonably practicable after receiving it.

  WhenAt fiscal year-end

All coordination and information sharing require the client’s authorization.

The client to think of

An incorporated business owner or professional with $1 million or more invested or available to invest inside their corporation.

Particularly relevant when:

• Corporate investment income is approaching or exceeding the passive-income threshold.
• Significant corporate investment decisions are ahead.
• Investment costs or the tax efficiency of the existing portfolio deserve closer examination.

The $50,000 passive-income threshold is a relevant consideration, not a prerequisite for becoming a client.

We help them find who is

If we are not the right fit for your client, we say so early and point them to someone better suited to their situation. Your relationship with them stays exactly as it was.

Investment decisions shouldn’t be disconnected from legal decisions.

When a corporate restructuring, estate freeze, business succession or ownership change could materially affect a client’s investment portfolio, we coordinate with their lawyer.

With the client’s authorization, we provide relevant investment information and address investment-related implications.

You remain responsible for legal advice, documentation and implementation.

We do not replace your role or assume responsibility for the legal work.