Dimensional Fund Advisors (DFA) is a mutual fund provider with over 30 years of experience and over $378 Billion invested as of June 2014. DFA is currently the eight-largest fund company, but for the most part, is unknown to investors. The primary reason for this is that they do no advertising and their funds are only available to institutional investors and through select financial advisors, such as Innova Wealth, that have been approved to offer their funds. DFA offers institutional caliber mutual funds that enable us to provide our clients globally diversified, low cost and tax efficient portfolios beyond what is available to the average investor at "retail".
DFA's investment strategies are supported by extensive historical research, which documents a reward for taking risk. They add value over benchmarks and peers through a robust and dynamic investment process that carefully structures portfolios to target the highest expected returns. Since the firm was founded in 1981, DFA has continued to work with some of the world's leading financial economists to develop and enhance its strategies.
Our relationship with Dimensional Fund Advisors is based on shared views about how capital markets work and how best to provide clients with a successful investment experience. DFA does not develop or recommend investor portfolios, as that is left to the advisor. Instead, we utilize DFA’s funds to build the foundation of our client portfolios. We receive no direct compensation from DFA to offer their funds.
CUSTODY OF YOUR ASSETS
ABOUT THE CHARLES SCHWAB CORPORATION
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, Schwab provides securities brokerage, banking, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.
The Charles Schwab Corporation is financially strong, and is committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. Schwab maintains a disciplined focus on risk management and operates the firm conservatively to minimize investment risks. Schwab's success ultimately depends on how well they serve their clients and the confidence clients place with Schwab.
SCHWAB'S COMMITMENT TO THEIR CLIENTS
Recent developments in the market point out the importance of choosing wisely among financial services firms. That’s just one of the reasons why our clients should continue to feel good about doing business with Schwab. Schwab is highly focused on maintaining their financial health. Schwab deeply appreciates and values the trust that their clients have placed in them and look forward to continuing to help them achieve their financial goals. Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.
