Dimensional Funds
Academic Based Investing.
We Offer Dimensional Funds As Part Of Our Flat Fee Pricing
Dimensional Funds offers mutual funds and ETF’s based on academic research. They have pioneered the process of turning academic discoveries into practical investment solutions.
Mutual Funds
We have access to Dimensional’s full mutual fund line up
Exchanged Traded Funds
A recent offering, we have access to Dimensional’s full ETF line up
Flat Fee Pricing
Access Dimensional Funds without any percentage based fees
Investment Strategy.
Core & Explore Asset Allocation
We incorporate Dimensional Funds into our Core and Explore investment strategy. We can use Dimensional Funds exclusively or as a complement to your existing holdings.
Academic
Research.
Using Dimensional's Research
Learn more about Dimensional Funds deep focus on stock market fundamentals
Coordinated Strategy.
We Align Dimensional Funds With Your Financial Plan Goals
We track your overall financial plan success level to determine how to best incorporate Dimensional’s strategy
Flat Fee Dimensional Funds.
Schedule Your Introduction Meeting
Chat with us on how to access Dimensional Funds on a flat fee basis