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McCauley Nicolas & Company, LLC

McCauley Nicolas CPAs logo

McCauley, Nicolas is the founder of CAM. A full-service CPA firm with a staff of roughly 60, MNC is celebrating their 60th Anniversary this year.

Dimensional Fund Advisors (DFA)

Dimensional Fund Advisors Logo

Public home page for this mutual fund company which comprises the majority
of our passively managed portfolios.


TD Ameritrade

TD Ameritrade logo

TD Ameritrade, a merger of Ameritrade and T.D. Waterhouse, is another custodian. TD Ameritrade
is the primary location for asset management accounts.



Charles Schwab Institutional logo

A web site serving those whose investments are maintained by Schwab under the care of
a professional investment advisor.



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Capital Asset Management
702 North Shore Drive
Suite 500
Jeffersonville, IN 47130-3104
Phone: 812-288-2881