Strategic Partners

Providing clients with a first-class wealth management experience requires a strong team. At Allegiance Financial Group, we believe in focusing on our core competencies—portfolio management and financial planning—and outsourcing the rest to carefully chosen partners who are experts in their respective fields.

We think this approach allows us provide a fuller range of services to clients, both higher in quality and efficiency than if we did everything in-house. Most importantly, we are able to put our full attention where it belongs: on servicing the needs of our clients.

Loring Ward
For almost two decades, Loring Ward has provided 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. Allegiance Financial Group 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.

To learn more visit the Loring Ward website.


Dimensional Funds
Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional’s mutual funds are designed to meet the needs of professional investors, and the firm’s resources are devoted to improving these strategies wherever possible.

Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Allegiance Financial Group. 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 successful investment experience.

Dimensional’s investment strategies are supported by extensive historical research, which documents a reward for taking risk. 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.

To learn more visit the Dimensional Fund Advisors website.