Blog

Access the "3d Dimension" in Investing: Dimensional Fund Advisors

9 November, 2015

Filed Under: Investment Services

Which large mutual fund company is driven by Nobel prize-winning research? Hint: It’s not a household name but it’s the 8th largest company ($376 billion). Answer: Dimensional Fund Advisors (“DFA” www.dfaus.com). Full disclosure: My clients are... Read More

DFA's Disciplined Approach Earns It a Top Mark

1 November, 2015

Filed Under: Investment Services

Morningstar recently issued a new Stewardship Grade for DFA. The firm's overall grade--which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history--is an A. What follows is Morningstar's analysis of... Read More

Archives

Securing your Family's Future
Securing your Family's FutureFollowing the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.