Professional. Smart. Savvy. Patient.

The SensiblePortfolios team is also seasoned and experienced. Truth be told, we take this wealth accumulation business very seriously. We’re not looking for a quick score. We’re not inclined to the exotic or the complex. We believe our solid passive investment strategy is a good fit for those who want to sensibly pursue their financial goals over the long haul. It’s that simple. We select our allies accordingly.

Mutual Fund Manager
Dimensional Fund Advisors is a global leader when it comes to the passive approach to investing, with smart investment products designed in collaboration with the best academic thinking from institutions in the U.S. and abroad.

The principles behind Dimensional's funds are elegant and intuitive. But like any powerful tool, their funds function most effectively with skillful management. That’s why they are only available to individual investors through a select group of fee-only advisors who are committed to best practices in total portfolio design. We’re proud to be among that select group of advisors.

Custodians
Your SensiblePortfolios are held in your name by one of our two independent custodians: Fidelity Investments and TD AMERITRADE Institutional. These custodians offer independent reporting of all trades and account balances, as well as transparent fee reporting, so you know exactly where your assets and liabilities stand. We like to think we’ve positioned you to trust your financial relationships, while still being able to verify that trust whenever you wish.