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Investment Philosophy

For more than 30 years, Dimensional Fund Advisors (DFA) has helped investors pursue dimensions of higher expected returns through advanced portfolio design, management, and trading. Their enduring philosophy and deep working relationships with the academic community underpin their approach to investing and form the foundation for new strategies. We work with Dimensional Fund Advisors because we follow the same investment philosophy:

  1. Keep investment fees low
  2. Maintaining broad diversification among classes
  3. Reducing turnover
  4. Angling portfolios toward dimensions that have higher expected returns
  5. Removing human interference from security management

Learn more about Dimensional Fund Advisors and how they work by watching these videos: 





Applying Science to Investing

Things Really Add Up Over Time

The Financial Crisis in Greece