Client Account Access

This link will allow you to directly access your account information at the Schwab Signature Alliance website:
Access My Schwab Institutional Accounts

Documents and Information Forms

In this section, we provide several downloadable forms that are relevant to clients and prospective clients. We will continue to add resources to this section of the website.

Data Gathering Form
New Client Document List
ADV Part II Disclosure Document

Items of Interest

DFA (www.dfaus.com)
Tarpley & Underwood Financial Advisors, LLC uses mutual funds managed by Dimensional Fund Advisors (DFA), an institutional money manager located in Santa Monica, CA in its investment strategies. In order to provide educational information about DFA and its approach we have made available presentations about the company and its unique investment approach.

DFA Global Investment Solutions
This presentation outlines the firm’s investment philosophy, portfolio engineering, and performance advantage.

DFA Client Presentation
This presentation provides examples of how asset classes can be combined in an
investment plan. It illustrates the benefits of diversification by building five different portfolio combinations piece by piece.