The Dimensional Difference
As part of my investment management process, I focus on controlling costs and ensuring proper asset allocation using passive investments from Dimensional Fund Advisors (DFA). As a Drumlin Financial Advisory client, you will have access to these exclusive funds, which are available to only a select group of advisory firms and not to the general public.
DFA’s passive investment funds have been proven to capture the pure return of each asset class while maintaining low costs and managing “style drift.” Based on financial science and the view that market prices reflect all available information, the approach looks to academic research to gain insight into the many dimensions that drive expected returns, and then integrates this knowledge into strategies designed and implemented to add value in competitive markets. A leader in the field of modern finance, Eugene Fama, DFA’s Director and the principal scholar whose groundbreaking work inspired the founding of the firm, was awarded the Nobel Prize in Economics (2013) for his work on asset pricing and markets.
I’m proud to have the opportunity to apply Fama’s thinking and approach to my own investment management process as we work together to build your customized portfolio.
Contact me to explore how my investment approach and the power of Dimensional’s passive investment funds can help you grow, protect, and manage your wealth.