Provide globally diversified, structured, balanced portfolios
that are structured to capture those risks that academic research has shown to increase
expected returns, while eliminating those risks that have not shown to add value, e.g. security
selection and market timing. Our portfolios are grounded in the efficiency of capital markets
through the practical application of Modern Portfolio Theory through a broad diversification
in over 17,000 securities throughout the world.

Develop proper asset allocation to meet clients' goals and objectives.

Reduce the costs and fees associated with investing by using
DFA's low-cost family of funds.

Help clients by establishing goals through planning and education, monitoring progress
and managing expectations

Design useful and up-to-date planning tools including our Life Planning Model,
Portfolio Builder and Retirement Planning Calculator

Fee-Only Advisors can provide objective advice, eliminating the conflicts of interest
of commission-based advice.

Access to Professional Training, proprietary analysis, tools and volumes of data
generated from Dimensional’s research.

Deliver Markets Rates of Return by eliminating the risk of providing your clients’ with less
than market performance. Investment returns will be directly related to the level of risk taken.

Prudent Investment Advice that is consistent with the current guidelines of the
American Law Institute.

Simplify Your Business by allowing you to spend less time hiring and firing managers and
explaining to your clients what went wrong. Instead, you can spend more time building your
business, providing guidance, and growing client relationships.

Access to Dimensional Fund Advisors (DFA) funds, not available to the public, that are
structured along risk and return dimensions, not traditional fund categories. Dimensional works
hard to improve trading operations and execute strategies that are designed to minimize
and reduce costs, adding to portfolio returns.