Dimensional Fund Advisors
Our firm chooses to use Dimensional Fund Advisors, Inc., (DFA) mutual funds as our primary investment vehicle. These are no-load, institutional passive asset class mutual funds.
How does this benefit you?
- We believe DFA funds are some of the best building blocks for meeting the objective of implementing Modern Portfolio Theory.
- Each DFA fund captures the return behavior of an entire asset class. Use of an appropriate mix of DFA funds within a portfolio enables us to diversify clients’ investments across multiple asset classes while incorporating the expected level of risk with which each investor is comfortable.
- Lower Costs – DFA’s passive asset class funds typically have lower operating expenses than do comparable actively managed funds.
- Greater Tax Efficiency – Passive asset class funds have relatively low turnover, so less of your annual return is consumed by taxes.
Investing involves risk including the possible loss of principal. No guarantees of investment success can be offered or that a client's goals and objectives will be achieved. Investments will fluctuate and there will be periods where the investments may be worth less than the initial purchase value.