In the video below, David Butler of Dimensional Fund Advisors (DFA), tells his story of a past experience with a stock broker, and discusses the value of working with an independent financial advisor. DFA is a fund company we use in our clients’ portfolios and whose investment philosophy aligns with ours. View video below:
I think this video really gets to the heart of why it is so important to have an advisor who understands your entire financial picture, and makes recommendations that are based on what is best for you and your financial plan.
There are many things that are out of our control when it comes to investing, so it’s extremely important to identify and focus on what you can control. During the construction of our investment portfolios we are laser focused on:
- The Client’s Financial Goals
- Asset Allocation
- Risk Mitigation
- Global Diversification
- Tax Efficiency
- Keeping Internal Costs Low
We’ll never come to our clients with a stock or investment “idea”. Our investment philosophy is rooted in long-term evidence, research, and analysis.