Dimensional Fund Advisors

DFA- Dimensional Fund Advisors

At Charleston Financial Advisors we deliver our clients world class institutional level investment advisor services based on Nobel Prize winning financial, economic & academic theory. Generally speaking:

  • 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,

Nobel laureates and renowned professors in portfolio & economic theory from the likes of Harvard, Stanford, University of Chicago and Wharton sit on the board of Dimensional Fund Advisors. Dimensional fund shares are not available directly to individuals but are limited to clients of a select group of fee-only financial advisory firms. The relationship between Dimensional and the independent advisor is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.