Fund Families
Vanguard Expanded
We choose to invest our clients’ money – and our own – in Vanguard’s mutual funds and ETFs because we trust the firm to provide extremely low-cost index funds with minimal tracking error. Read more about Vanguard here.
Dimensional Fund Advisors Expanded
We choose to invest our clients’ money – and our own – in Dimensional’s mutual funds and ETFs because of its unique approach to low-cost, passive investing. Dimensional identifies the sources of return in the market and captures them in an efficient and low-cost manner. Dimensional counts some of the brightest minds in finance – […]
Dimensional Fund Advisors
Dimensional Funds Advisors (DFA) manages over $500 billion in assets for institutions and individuals, who can only access Dimensional’s mutual funds by working with an independent wealth advisor approved by Dimensional.
Vanguard
Once mocked by Wall Street for offering index funds, The Vanguard Group is now one of the world’s largest providers of mutual funds and ETFs. Vanguard is synonymous with low-cost investing.