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.