![]() Join us, and see how investing using financial science instead of active management can give you the opportunity to add value to your portfolios over the long run!Ģ. Dimensional mutual funds can only be bought into through approved financial advisors such as ourselves. Hence, all mutual funds in our allocation advisory services universe are Dimensional mutual funds. We firmly believe that Dimensional mutual funds are onto something when they forgo a purely active investing style in favor of financial science based investing in their funds. When analyzing the results demonstrated by the scorecard and comparing them to Dimensional’s financial science based approach, we believe that investing based on the science rather than a notion of purely active investing has a higher likelihood of meeting your long-term needs.įor an explanation of Dimensional’s strategy, see our notes section for more details. Read more about the scorecard in the notes section below. The scorecard is released twice per year and tracks the consistency of top active mutual fund performers over time. We recommend viewing the persistence scorecards released by S&P Dow Jones Indices. passive management, the results are far from clear on active management’s ability to consistently outperform passive management. Active style investing requires a belief that markets are inherently inefficient and that they can be systematically beaten on a consistent basis for excessive profits. This notion runs contrary to that of purely active investing, where the investor seeks to take advantage of perceived market inefficiencies. Once we accept that the markets drive information into prices efficiently, then we can be free to focus on other areas where we can add value. They believe in the power of markets to be informationally efficient. Our firm utilizes Dimensional Fund Advisors mutual funds in an effort to gain an edge over the competition.ĭimensional Fund Advisors believes in implementing academic finance research into the investing space. Our allocation advisory services are designed to offer distinct advantages to provide a competitive edge, such as:ġ. Contact us at for details on larger investments. We have breakpoints for larger asset amounts. We charge a 0.90% fee for the first $250,000 in assets under management. With a Folio Client account through CWS, we provide a low cost brokerage solution and access to top quality market research (powered by quote media) to help you stay on top of your investments with us! They are a leading investment solutions and financial technology company that provides an integrated brokerage and custodial platform. Folio Institutional® is a division of Folio fn, Investments, Inc. In October 2022, VettaFi acquired Advisor Perspectives, the leading publisher for registered investment advisors, wealth managers, and financial planners.Our firm has partnered with Folio Institutional® to provide allocation advisory services focused on fundamentally sound investing for the long-term. In May 2022, the teams from ETF Trends, ETF Database, Alerian and S-Network Global Indexes merged to form VettaFi. VettaFi was created by unifying complementary businesses who shared a common vision for client success, the value of relationships, and the importance of data. VettaFi delivers the index to its TAMP (Turnkey Asset Management Platform) relationships, which, in turn, provide the Index data to a large universe of asset management clients who subscribe to VettaFi’s services. The construction of the Index utilizes FolioBeyond’s proprietary algorithms to create a highly investable investment benchmark for investment advisors, wealth managers and other types of asset managers to provide their clients with a core Fixed Income allocation that has historically outperformed its benchmark, the Bloomberg Barclays U.S. VettaFi, a publisher and developer of proprietary and custom indexes, has partnered with FolioBeyond to produce the “S-Network FolioBeyond Optimized Fixed Income Index (the “Index”)”. ![]()
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