Financial Advisors
Investor Success Leads to Advisor Success
We started working with financial advisors in the late ’80s and helped spark a movement toward client-centric advice that transformed the financial services industry.
Today, we work with financial professionals from diverse disciplines and advice models to help them build successful, client-focused businesses. These relationships are based on a shared mission to deliver a better investor experience.
We work with many types of financial advice professionals, including:
- Financial Advisors
- Wealth Managers
- Retirement Plan Specialists
- Investment Specialists
- Functional Specialists
- Home Office Executives
Dimensional 360®
Dimensional 360 is an integrated platform designed to help you better serve clients while managing and growing your business. Our support begins with investments and extends across multiple areas of your practice, providing services tailored to your needs.
Dimensional Investing
We have a long history of offering investment solutions designed to outperform indexed approaches. Our strategies maintain broad diversification, low costs, and transparency—and pursue higher expected returns by combining research insights with thoughtful portfolio design and flexible, active implementation.
Our systematic, data-driven approach has delivered a strong track record across a full suite of global and regional strategies and through different market environments.
Learn more about our philosophy
One investment engine, many ways to access it
Access the benefits of Dimensional Investing in a wide range of
vehicles—from mutual funds to ETFs, and unified managed accounts
(UMAs) to model portfolios.
Mutual Funds
A full range of investment solutions backed by financial science
Read more
ETFs
Flexible, competitively priced solutions that target higher expected returns
Read more
UMAs
Scalable, personalized solutions combining ETFs and SMAs with optional tax management
Read more
Model Portfolios
The great ideas in finance applied to global portfolio construction
Read more
Connect with Us
To learn more about how combining trusted financial advice with Dimensional Investing can deliver a better investment experience, send us a message or contact our client support team at (512) 306-4308.
Dimensional Fund Advisors LP was founded in 1981.
Dimensional makes no representation as to the suitability of any advisors, and we do not endorse, recommend, or guarantee the services of any advisor.
There is no guarantee strategies will be successful. Diversification neither assures a profit nor guarantees against loss in a declining market.