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Any experiences good, bad or indifferent, with AssetBuilder?

GregFromBoston
edited April 2011 in Fund Discussions
I am designing an income-producing in-retirement portfolio for an elderly loved one. My overall plan is to allocate money into several different strategies to mitigate management risk. I am considering an AssetBuilder capital preservation portfolio for one of these strategies.

I wondered if anyone had had any experience with AssetBuilder as a money management house. I am not particularly seeking comments about Scott Burns, DFA, or the theories behind DFA's indexing strategies. I am more looking for information on what it is like to invest money with them. Is the customer service good? Do they return emails and phone calls in a timely way? Are the tools for monitoring investments online sufficient for an individual investor's needs?

Any experienced-based comments will be welcome.

Thanks.

gfb

Comments

  • brucea
    I opened an account about 8 months ago. Easy process. Always had quick responses to my questions. Assets at Schwab so you can easily monitor your account.
  • GregFromBoston
    Belated thanks. You were right. Of the several account set-up processes I have gone through in the past couple of months, this was the simplest.

    gfb
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