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DFA Advanced Symposium Conference

23-24 October 2014: Greg Schiffli represented OTWP at the 2015 Dimensional Fund Advisors Advanced Symposium Conference in Santa Monica, California. The event, featured a variety of speakers from DFA, best practice sharing, and learning opportunities.

About On Target Wealth Partners, LLC
On Target Wealth Partners, LLC (www.ontargetwealth.com) is an independent, fee-only financial consulting firm based in Indianapolis, Indiana. Clients receive unbiased financial advisory services in the form of disciplined investment management grounded in academic research and goal-oriented financial planning
Contact: Gregory Schiffli
On Target Wealth Partners, LLC
Phone: 317.731-7243
greg@ontargetwealth.com

DFA Regional Conference

20 August 2014: Greg Schiffli represented OTWP at the 2015 Dimensional Fund Advisors Regional Conference in Indianapolis, Indiana, at the JW Marriott. The event, featured a variety of speakers from DFA, best practice sharing, and learning opportunities.

About On Target Wealth Partners, LLC
On Target Wealth Partners, LLC (www.ontargetwealth.com) is an independent, fee-only financial consulting firm based in Indianapolis, Indiana. Clients receive unbiased financial advisory services in the form of disciplined investment management grounded in academic research and goal-oriented financial planning
Contact: Gregory Schiffli
On Target Wealth Partners, LLC
Phone: 317.731.7243
greg@ontargetwealth.com

Indiana Investment Advisor Conference

29 April 2014: Greg Schiffli represented OTWP at the 2015 Indiana Secretary of State's Investment Advisor Conference in Muncie, Indiana, at the campus of Ball State University. The event, featured an overview of the Office of the Secretary of State, a securities update on crowdfunding and information on investment advisor examinations.

About On Target Wealth Partners, LLC
On Target Wealth Partners, LLC (www.ontargetwealth.com) is an independent, fee-only financial consulting firm based in Indianapolis, Indiana. Clients receive unbiased financial advisory services in the form of disciplined investment management grounded in academic research and goal-oriented financial planning
Contact: Gregory Schiffli
On Target Wealth Partners, LLC
Phone: 317.731.7243
greg@ontargetwealth.com

01 November 2013
OTWP Celebrates Five Years

09 March 2013
OTWP COMMUNITY OUTREACH

31 January – 01 February 2013
TD AMERITRADE NATIONAL ADVISOR CONFERENCE

10 October 2012
INDIANA SECRETARY OF STATE ADVISOR CONFERENCE

February 01 – 03, 2012
TD Ameritrade National Conference

October 01, 2011
OTWP Moves Office Location

November 01, 2008
OTWP Officially Opens

October 01, 2008 
OTWP Secures Office

July 08, 2008 
OTWP Indiana Approved

June, 18 2008 
OTWP Formed

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Podcasts of Note

"Can You Predict a Good Time to Buy and Sell Stocks?"

"Make Sure It Isn’t an Old Idea in Disguise"

"The 200th Draft"

"Dimensional Funds Empirical Work"

"Dimensional's Flexible Trading Approach"



"The Current Market Aftershock"
Using an illustrated timeline, David Booth chronicles US stock market performance in four periods since World War II. His review suggests prevailing market sentiment is often wrong and that investors must stay disciplined through all market environments to pursue their long-term goals.

"The Economics Of Fiscal Deficits"
Many investors are concerned that rising government debt will stunt economic growth and hamper market returns. Marlena Lee examines historical data to test the relationships between fiscal deficits, interest rates, business activity, investment returns, and exchange rates. Her conclusions may surprise investors who are pessimistic about future market performance.

"Father of Modern Finance Weighs In"
- U. of Chicago finance professor Eugene Fama, widely known as the "father of modern finance," discusses whether the government is the biggest risk to economic recovery.

"Why Dimensional"
- Dimensional brings financial science to the practical world of investing.

"Behavioral Biases"
- Research indicates that humans are not naturally wired for prudent, long-term investing.

"Government Intervention and Stock Returns"
- Should equity investors be alarmed by the prospect of greater government intervention in the US economy?

What Should Investors Do Now?
– Weston Wellington returns to the topic with a multi-part series on what investors should consider as they move forward.

Vanguard Founder Gives Investment Tips
– Washingtonpost.com video interview with Jack Bogle of Vanguard – 2/25/2009

Stock Picking vs. Index Investing
– From Yahoo! Video Tech Talk.

Is It Different This Time?
– Weston Wellington, DFA VP, offers perspective on the 2008 bear market.

Noble Thinkers: Theory, Practice and Implementation
– The American Finance Association and Dimensional Fund Advisors present a documentary on the work and ideas of five recipients of the Nobel Prize in Economics.

Recent Articles

November 2015
The Rise of Short-Term Rates

October 2015
How Not to Prevent the Next Financial Meltdown

September 2015
The Cost of a Perfect Market Timing Strategy

June 2015
DFA’s Disciplined Approach Earns It a Top Mark

January 2014
Surprise! No Selloff in 2013

November 2013
Simplicity and Sophistication

August 2013
Where the Smart Money Is Headed

July 2013
OTF Second Guessing

October 2012
Top 10 Money Excuses

October 2012
Down To The Wire: Another Wall of Worry

August 2012
In Other News

March 2012
Why Panic? A Couple’s Nest Egg Better Left Alone

Feb. 2012
Cracks in the Crystal Ball

Jan. 2012
Inefficient, Schminefficient

Dec. 2011
Things Change

Feb. 7, 2011
Where the Thrills and Chills Will Be in 2011

Feb. 7, 2011
That’s Better Now

July 28, 2011
PERSPECTIVES ON THE U.S. DEBT CEILING DEBATE

June 2011
Discipline: Your Secret Weapon

March 2011
The Current Aftershock

Jan. 10, 2011
Analysts Prove Hazardous as Contrarian Stocks Surge

Jan. 8, 20110
Market Predictions, With Many Grains of Salt

June, 2010
Luck Is The Key To Success For Most Top Mutual Funds

February, 2010
Active Management Is Uncompensated Risk

February, 2010
How firms fool equity analysts

February, 2010
Index Funds, Dowdy to Some, Get a Notable Endorsement

January, 2010
Inefficient Markets Are Still Hard to Beat  

October, 2009
Staying Calm in a World of Dark Pools, Dark Doings

October, 2009
Active Management Loses in Risk Study

August, 2009
SPIVA Report Year-End 2008

March 24, 2009
Yes, diversification works - eventually

Feb. 22, 2009
The Index Funds Win Again

Jan. 8, 2009
Six Lessons for Investors

Oct. 17, 2008
Buy American. I Am.

Oct. 15, 2008
Is Pessimism Good News?

Fama/French Forum

FAQs PDF Print E-mail

What is a Registered Investment Advisor (RIA)?

Why is On Target Wealth Partners a fee-only, independent Registered Investment Advisor firm?

Who regulates On Target Wealth Partners?

On Target Wealth Partners is based in Indiana – can the firm serve clients from other states as well?

Is my private information confidential and safe with On Target Wealth Partners?

Is my money safe at TD Ameritrade?

Does On Target Wealth Partners guarantee minimum investment returns?

 


 

What is a Registered Investment Advisor (RIA)?

The financial services industry is an evolving marketplace.  Quite simply, a Registered Investment Advisor (RIA) is a financial advisor registered with a home state securities division (Indiana for OTWP) and the Securities and Exchange Commission (SEC) who provides wealth management services to clients.  Registration must also be made on the state level within certain parameters.  All Investment Advisory Representatives of Registered Investment Advisor firms providing client financial consulting must pass the Series 65 Uniform Investment Advisor Law Exam conducted by the Financial Industry Regulatory Authority (FINRA).

 

Why is On Target Wealth Partners a fee-only, independent Registered Investment Advisor firm?

A fee-only, independent Registered Investment Advisor firm is a progressive, client-centered business model in today’s dynamic landscape of money management.  In contrast to traditional wirehouse brokers and product-associated financial advisors, fee-only, independent RIAs do not charge commissions on sales and receive no other compensation other than the fees charged to clients for assets under management (AUM).  The independent aspect assures a client that the recommended investment vehicles are truly of best fit for the client versus in-house, high commission, advisor incented vehicles that can create conflicts of interest.  Also, the RIA business model has permitted On Target Wealth Partners to offer clients institutional class investment opportunities not available through all types of advisors.  Bottom line, On Target Wealth Partners believes the fee-only, independent Registered Investment Advisor firm set-up is the financial advisory model of choice today – removing conflicts of interest while placing the advisor and the client on the same side of the table – together as a team.

 

Who regulates On Target Wealth Partners?

On Target Wealth Partners is a Registered Investment Advisor Firm regulated by the Securities and Exchange Commission (SEC) and all states where business is conducted within defined parameters and advisory laws.  On Target Wealth Partners has been issued an IARD/CRD# of 147594. 

You can see On Target Wealth Partners’ SEC registration and firm Form ADV at the following link: http//www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx. 

Registration was completed with the State of Indiana (Indiana Securities Division) on 08 July 2008. You can call 1.800.223.8791 to confirm On Target Wealth Partners is properly licensed to provide investment advice.

 

On Target Wealth Partners is based in Indiana – can the firm serve clients from other states as well?

Yes.  On Target Wealth Partners can maintain clients in all 50 states.  Investment law will only dictate when On Target Wealth Partners must register in each additional state or at the national level (based on the number of clients and assets under management by the firm).

While face-to-face dialogue can only enhance client – advisor partnerships, today’s technologies offer tremendous opportunities for very successful, long distance advisory relationships.

 

Is my private information confidential and safe with On Target Wealth Partners?

On Target Wealth Partners takes this topic very seriously and has implemented a multitude of safeguards and procedures to ensure protection of the security, confidentiality, and integrity of non-public, personal client information. 

Designation of a Compliance Officer, delivery of Privacy Notices, and implementation of Security Measures (employee authorizations, encryption, physical record storage, firewalls, and rules of sharing data with third party service providers) all contribute to a comprehensive plan to protect against unauthorized access to client data.

Click here to review the On Target Wealth Partners Privacy Policy Statement.

 

Is my money safe at TD Ameritrade?

TD Ameritrade, custodian of On Target Wealth Partners, is a member of the Securities Investor Protection Corporation (SIPC).  The assets you have with TD Ameritrade are insured by the SIPC up to $500,000 for each separate account, including up to $100,000 in cash.

Up to an aggregate of $250 million of additional securities protection, of which $900,000 may be applied to cash, is provided by London insurers, also limited to a combined return to any client from a Trustee, SIPC and London of $150 million.  This coverage provides you with protection against brokerage insolvency.

To be clear, the SIPC does not protect your investment principal from market volatility; however, it does provide protection in the event the custodian of record goes out of business. For more information, go to sipc.org.

 

Does On Target Wealth Partners guarantee minimum investment returns?

No.  And to be clear, absolutely not!  Remember, On Target Wealth Partners assists clients in evaluating their risk profile, setting goals, and implementing a passive, institutional class index-oriented investment portfolio based on proper asset allocation and financial planning.  This disciplined strategy targets a specific point on the efficient frontier where the resulting portfolio has the highest expected return for a desired client risk level.   Short term results may be quite volatile as On Target Wealth Partners is committed to a rewarding, long-term portfolio market return.