Lawrence R. Spieth

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

American Endowment Foundation provides donors and advisors to manage charitable funds. It involves compliance monitoring, state and federal filings, charity review, and grant disbursements. The firm also offers options in the types of assets donors can contribute and investments donors can recommend. The company was founded by Philip E. Tobin and Thomas J. Tobin in 1993 and is headquartered in Hudson, OH.