Dimensional Fund Advisors–Access to “DFA” Funds

Private Client Wealth Advisors, LLC

We are pleased to bring what we consider to be some of the best market research and the brightest minds in the industry to our portfolios through Dimensional Fund Advisors (“DFA”). Since 1981, Dimensional has incorporated rigorous academic research on the capital markets into the design, management, and implementation of their portfolios. Guided by a strong belief in markets, they help investors pursue higher expected returns through advanced portfolio design, efficient portfolio trading practices and careful implementation. An enduring philosophy, strong client commitment, and a strong connection with the academic community underpins their approach.

Dimensional’s philosophy has provided institutional investors with superior returns within an attractive cost structure. Multiple Nobel Prize winners serve on DFA’s board, bringing sophistication to the firm and a unique academic approach to investing. They currently manage approximately $350 billion in assets.

DFA fund shares are not available directly to individuals and are limited to clients of a select group of registered investment advisory firms. Private Client Wealth Advisors is privileged to be one of the few firms in the Denver area with access to their mutual funds.

Some General ideas behind the DFA approach:

• Capital markets work – risk and return are directly related,
• Portfolios are broadly diversified* providing reliable exposure to asset classes worldwide,
• Portfolios are engineered through risk dimensions to surpass their benchmarks net of fees

* Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

The relationship between Dimensional and Private Client Wealth Advisor’s is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

More Information:

Download the Introduction to Dimensional Fund Advisors (PDF – 175kb)
Download the Barron’s Article on Dimensional Fund Advisors (PDF – 2mb)

Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

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