Advisers and Wealth
Investor Success Leads to Adviser Success
We started working with financial advisers 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 professionals, including:
- Financial Advisers
- Wealth Managers
- Investment Specialists
- Business Owners/CEOs
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Learn more about how combining trusted financial advice with Dimensional Investing can deliver a better investment experience.
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Dimensional 360®
Dimensional 360 is a suite of tools 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.
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One investment engine, many ways to access it
Access the benefits of Dimensional Investing in a wide range of asset classes, including sustainability strategies.
All Funds
A full range of investment solutions backed by financial science
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Equity
Broadly diversified, cost-effective equity solutions that improve upon indexing
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Fixed Income
Flexible, systematic fixed income solutions to suit investor needs across a range of market conditions
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Sustainability
Data-driven, climate-focused sustainability solutions that maintain sound investment principles
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Dimensional Fund Advisors LP was founded in 1981.
Dimensional makes no representation as to the suitability of any advisers, and we do not endorse, recommend, or guarantee the services of any adviser.
There is no guarantee strategies will be successful.
Diversification neither assures a profit nor guarantees against loss in a declining market.