Our investment philosophy is grounded in academic evidence, not Wall Street forecasts. We believe in structuring portfolios that generate the greatest chance for our clients to reach their financial goals with the least amount of risk possible.

Please click below to review our presentation booklet regarding some of the basic principles of our evidence based philosophy

Founder and Chairman of Dimensional, David Booth, and others talk about the firm’s founding and its close ties to the academic community, with reference to Nobel laureate’s associate with Dimensional.

Source & Disclaimer: References to academics and Nobel Prize winning research is from Dimensional Fund Advisors. Specifically in reference to Eugene Fama (Nobel laureate, 2013), and Robert Merton (Nobel laureate, 1997). Information can be found at the following sites:

1: https://www.dimensional.com/us-en/individual

2: https://famafrench.dimensional.com/