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We anchor our investment strategies in Dimensional Fund Advisors (DFA) mutual funds. DFA’s evidence-based investment strategies have historically added value for long-term investors. Founded in 1981, DFA has developed strong loyalty among institutional investors and independent advisors and currently manages more than $450 billion in assets.

The scholarly work of four Nobel laureates in economic sciences – Eugene Fama, Robert Merton, Myron Scholes and Merton Miller – helped create and improve DFA’s investment approach.

DFA’s globally diversified investment strategies emphasize areas of markets that academic research has shown to provide higher expected long-term returns than relevant benchmarks.

DFA’s management fees are low and its portfolios are tax efficient.

DFA mutual funds are not sold directly to individuals or through brokers.  Instead, only qualified, registered independent advisors may invest in Dimensional’s mutual funds for their clients.

DFA’s investment philosophy aligns closely with our own and we view Dimensional as an extension of our team providing world-class research and investment options. We look forward to sharing the DFA experience with you.