Our Approach

Why we use Dimensional Fund Advisors?

• Their passive asset class mutual funds are used as our tool to provide the most precise exposure to the asset classes we employ to build your portfolio.
• We have greater control over and flexibility creating your asset allocation with DFA's mutual funds versus index funds, by allowing us to more accurately define and manage the risk within your portfolio.
• Their commitment to rigorous academic research continues to enhance how we implement their funds which are built adhering to Modern Portfolio Theory and the passive investment philosophy.
• They give us the ability to design diversified portfolios with their asset class funds and provide focused exposure to certain risk characteristics of the market. Better diversification is crucial to reducing the risk of your portfolio.
• They focus on capturing the expected returns of the markets in the most tax-efficient and cost effective manner possible. This is accomplished through state-of-the-art portfolio design and intelligent trading. They view the markets as an ally, not an adversary.