Dimensional Fund Advisors (DFA), always researching tomorrow’s solutions today,
is a leader in the industry. Based upon their deep working relationships with leading financial
economists, Dimensional forged a new way to invest. They are not “active” managers, trying to
find the right securities or time the market as traditional active managers do. Nor are they
“passive”, implying that they do nothing. Dimensional works very hard to stay on the leading
edge, to increase investor returns through smart trading, efficiencies in operation, and execution
strategies. Their refusal to forecast or follow indexes gives them increased flexibility and, more
importantly, has allowed them to keep costs low. These savings accrue directly to
investor’s returns.
Trust Company of America (TCA), an independent custodian, partners with PGRS to ensure the safekeeping of Clients’ investment assets. Headquartered in Denver, Colorado, TCA is a privately held, FDIC insured depository institution. TCA is responsible for securely holding securities, cash and cash equivalents. As a natural extension of this role, TCA also processes trades for execution and validates investment transactions for PGRS and its clients. As an account custodian, TCA also provides quarterly account statements, annual tax reporting forms and internet account access to clients of PGRS.
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