We are large proponents of low cost, tax efficient, broadly diversified, index oriented mutual funds and ETFs. Two of the investment management companies we rely on most when designing and managing our client portfolios are Dimensional Fund Advisors and The Vanguard Group. They both have outstanding reputations, a track record of numerous decades of providing consistent asset class returns, low investment costs, an investment process that is evidenced based and academic in nature, and are greatly supportive of the fee-only financial advisor community and their clients.

You can read more about each firm at their respective websites by clicking on their logos below: