Strategic Alliances

Roop Financial Services is made up of a competitive team of wealth management strategic alliances.

Loring Ward provides portfolio management and back-office services to a select group of America’s most knowledgeable and successful independent financial advisors and their clients. These services include client reporting, portfolio management, operational processing, securities trading, and educational and training support.

Loring Ward’s support services allow advisors to spend more time working with clients and less time dealing with the day-to-day management of operational details. Roop Financial Services receives Loring Ward’s highest level of service including a dedicated administrative team assigned to servicing the needs of our firm and our clients. Loring Ward is headquartered in San Jose, California.

Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional’s investments are designed to meet the needs of professional investors, and the firm’s resources are devoted to improving these strategies wherever possible. These investments are not available directly to individuals but are limited to clients of a select group of financial servicing firms like Roop Financial Services. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a memorable investment experience.

Dimensional’s investment strategies are supported by extensive historical research, focusing on risks and rewards. Since the firm was founded in 1981, Dimensional has continued to work with some of the world’s leading financial economists to develop and enhance its strategies.

Pershing is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who represent approximately 5.5 million active investor accounts.

Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.

- Listed alliances are separate and not affiliated with Woodbury Financial Services, Inc. and Roop Financial Services. These links are provided as a convenience and for informational purposes only. We assume no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.