Harness the Power of the Market
We use Dimensional Fund Advisors mutual funds and ETFs to build portfolios on the foundation of rigorous academic research. Our belief in this evidence-based approach leads us to maintain broadly diversified, low cost, tax efficient solutions rather than attempting to time the market or chase past performance.
Control Costs
Trading costs, fund expenses, and other fees reduce your funds available to spend. Our client portfolios are built with mutual funds and ETFs with low internal costs to keep your savings where it should be: funding your lifestyle.
Manage Taxes
Our investment philosophy is designed to reduce taxes by eliminating unnecessary trading in your accounts. Investors may be surprised to learn that their funds have generated large tax bills despite being held all year. We select fund managers who share our tax-efficient philosophy.