We have a new article and video to share with you. Both of these pieces do a nice job of reiterating points that some may be familiar with (or recently introduced to) regarding our investment strategy, in addition to discussing the research/information we use to...read more
Prudent Man and Dimensional Fund Advisors
Our partnership with Dimensional Fund Advisors gives us the best opportunity to construct well diversified, passively managed portfolio for our clients.
Prudent Man has an on-going relationship with a low-cost institutional fund manager, Dimensional Funds Advisors (DFA). Their funds’ construction and the corporate investment philosophy provides us with the best opportunity to construct a well diversified, passively managed portfolio for our clients.
Since this is not a retail fund company, we have a pre-approved relationship that allows us to use their funds and we also hold the distinction of being one of the 1st advisory firms to work with DFA. We have found that DFA provides Prudent Man with the best opportunity to capture specific asset class return at a lower cost than the typical retail fund. More information regarding DFA can be found on their website at www.dfaus.com.