Strategic Partners
Vermillion State Bank is a full-service independently owned bank established in Vermillion, Minnesota in 1918. The bank has 6 locations, and has expanded over the years to serve communities throughout Dakota County and beyond. The bank offers a wide range of deposit and loan products for consumers and commercial customers. Call Vermillion State Bank today for all your banking, and lending needs at 651-437-4433.
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Vermillion Insurance Agency is an independent insurance agency with access to multiple insurance carriers. They offer a wide range of insurance products for individuals, families, and business owner’s. The Vermillion Insurance Agency team wants to earn your business by finding the right insurance solution for you at a competitive price. For a free no obligation quote call 651-480-4636.
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Charles Schwab is one of the largest and most trusted providers of custodial services for independent advisory firms like Vermillion Wealth Management. Schwab provides an excellent and robust client interface, check writing privileges and quality customer service.
We do not take custody of our clients’ assets. Instead, Charles Schwab serves as one of primary custodian’s and the accounts remain in the client’s name. Charles Schwab provides us with the platform, products, programs and resources to serve our clients and grow our clients’ wealth efficiently and effectively. Click here to login to your Charles Schwab client account. If you have not yet registered for online access you will need to register as a new user. If you need assistance with this please contact Holly at 651-480-4601.
Vermillion Wealth Management frequently uses investment strategies managed by Dimensional Fund Advisors (DFA) in client portfolios. DFA funds are not available directly to individuals but are limited to a select group of financial advisory firms like Vermillion Wealth Management. We selected DFA based on our shared views about how to provide clients with the best possible investment experience. DFA’s investment strategies are based on Nobel Prize winning academic research that explains how markets really work and incorporates this approach to invest in a smarter way. We do not believe in “active” investing which attempts to beat the market by identifying mispriced stocks or forecasting the direction of the market; instead, we prefer the evidence-based approach from DFA that incorporates dimensions of risk (size, value, and profitability) to provide investment exposure. Their confidence in the capital markets allows them to think differently about investing, push the frontiers of innovation, incorporate a low cost approach, and provide a broad range of investment solutions to build a diversified portfolio for our clients.