At Sherman Wealth Management, we put the power of Dimensional Fund Advisors’ (“Dimensional”) Nobel Prize-winning science behind our portfolios.
ABOUT THE FIRM
Dimensional is a global investment firm that has been serving investors for more than 30 years. They offer investment solutions across asset classes, including global equities, fixed income, and REITs. Dimensional manages $388 billion for investors worldwide.
A DIFFERENT APPROACH TO INVESTING
Dimensional has a strong belief in markets that frees us to think differently about investing. They believe the best way to invest is to identify differences in expected returns and balance the tradeoffs among competing premiums, diversification, and costs. That philosophy has consistently guided the investment solutions we have offered clients from the beginning in 2015 when I became an RIA.
A DYNAMIC INVESTMENT PROCESS
Dimensional’s goal is to add value over benchmarks through an integrated and robust process. Using information in market prices throughout the process, Dimensional carefully structures and implements portfolios to target higher expected returns. Their integrated, flexible approach considers the interactions among premiums, market frictions, costs, and diversification.
A CLEAR VIEW OF EXPECTED RETURNS
Decades of research and rigorous testing underpin Dimensional’s approach to pursuing higher expected returns. Their solutions are sensible, backed by data, and cost-effective to capture in diversified portfolios.
BRINGING RESEARCH TO PRACTICE
Dimensional identifies compelling research and applies it to practical investment solutions. Dimensional works closely with leading financial academics, research scientists, and experts to identify new ideas, research, and findings that may benefit investors.
OUR TRACK RECORD
Dimensional has a long history managing time-tested investment strategies for clients. By selectively utilizing Dimensional’s advances in financial science, we have been able to historically deliver results for our investors. Sherman Wealth Management, LLC and Dimensional Fund Advisors are not affiliated. For additional information regarding Dimensional, please visit their website by clicking here.