What You Should Know

• We are investment fiduciaries. And, we have been since we opened our doors in 1994.
• We provide easy-to-understand investment guidance.
• We keep our fees low because that’s the right thing to do.
• We contact each client every 90 days to see if they want to discuss their account.
• We work exclusively with Dimensional Fund Advisors. We could work other mutual  fund money managers, but we don’t. Dimensional delivers the investment experience our clients want.
• We offer our clients a smart, low-cost solution to their financial planning needs.