Our investment philosophy has been shaped by decades of academic research. We believe that stock prices reflect all publicly know information immediately and that stocks are fairly valued. Our goal is to add value by building investment portfolios that target higher expected returns in a cost-effective manner.

Our cornerstone investment solution for our clients is Dimensional Fund Advisors.  Founded in 1981, DFA has twelve offices in eight countries, 1,100 employees, and manages $497 billion in client assets (as of March 31, 2017).

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