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Dimensional Funds

When it comes to implementing Modern Portfolio Theory and the small/value effect, there is no shortage of mutual fund's and ETF's from which to choose. Through an extensive due diligence process we have elected to use Dimensional Fund's to build our allocation. The choice was based on several factors such as academic research, trading efficiencies, effective implementation strategies, low expenses, and service.

To learn more about Dimensional, visit their website.

A video montage from DFA on the philosophy behind our equity allocations

An article from Fortune Magazine with a great summary of why we use DFA funds for our allocations
"How the Really Smart Money Invests - Nobel Prize winners entrust their nest eggs to DFA, where investing is a science, not a spectator sport"

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