Since the firm was founded in 1981, Dimensional's leadership has remained committed to fostering a culture of learning, teamwork, innovation, and dedication to always doing what's right for their clients. With the belief that, over time, a structured investment approach based on financial research and the efficacy of capital markets will add value with a higher reliability and confidence level than one based on instinct and prophecy.
DFA does not offer funds directly to individual investors. Instead, choose to make their funds available through a select group of fee-only advisors. Investment success begins with a properly diversified portfolio. Constructing such a portfolio is a complicated process that can benefit from the guidance of a qualified, professional advisor. In their view, independent advisors free from the conflicts associated with commission-based transactions are best positioned to assist individual investors in developing long-term investment solutions.
With more than three decades of combined experience as advisors to 401(k) plans, and more than 20 combined years as Turnkey Asset Management Providers (TAMP), BAM Advisor Services and Capital Directions, LLC are uniquely qualified to deliver 401(k) solution for investment advisors.
The use of DFA funds in Advisors Access is a key to your 401(k) solution. Unlike the high cost and undue risk of the actively managed, retail funds that constitute most 401(k) investment line-ups, these institutional funds provide precise asset-class exposure with low expense ratios and limited transaction costs.
Most all of our client accounts are established at Schwab. They are the largest discount brokerage company with an excellent reputation. Schwab provides monthly account statements directly to all accounts.
A certified public accounting firm, established in 1997, doing business in the Central Arkansas area. The owners of Independent Financial Advisors are also the owners/partners of Craft Veach & Company. IFA clients have benefited from this alliance in that expert tax counsel and advice is readily available.
CV Insurance Solutions LLC