Contact Us Today:

(619) 497-2691

Client Login

Client Login

You are now leaving the Prime Capital Equities website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.

Schwab is a registered broker-dealer, and is not affiliated with Prime Capital Equities or any advisor(s) whose name(s) appear(s) on this website. Prime Capital Equities is independently owned and operated. Schwab neither endorses nor recommends Prime Capital Equities regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Prime Capital Equities under which Schwab provides Prime Capital Equities with services related to your account. Schwab does not review the Prime Capital Equities website and makes no representation regarding the content of the website. The information contained in the Prime Capital Equities website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Continue to Schwab >>

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.
http://www.dfaus.com/firm/overview.html

A video montage from DFA on the philosophy behind our equity allocations
http://www.dfaus.com/philosophy/markets-work.html

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" http://money.cnn.com/magazines/fortune/fortune_archive/1998/07/06/244807/index.htm

Disclosure
This section contains links to external websites. External links are not affiliated with Prime Capital Equities. When clicked you will be leaving our website. Content is for informational purposes only and is not meant in any way to constitute a recommendation for a concept, strategy, or an investment.
Prime Capital Equities