Financial Advisors
Dimensional has a unique way of working with financial advisors.
We want to build deep, working relationships with advisors who share our desire to pursue better financial outcomes for their clients. We believe that client-focused advice and efficient, value-added access to the capital markets can be a successful combination for both advisors and their clients.
We have seen many advisors thrive with this approach by reorienting their business around the client experience. These firms focus on offering guidance to help investors think differently about investing, so they may pursue long-term goals without the daily worry.
- Being well prepared for the range of possible outcomes.
- Having an investment philosophy you can stick with.
- Tuning out the noise and focusing on what you can control.
- Taking a long-term view of investing.
Supporting Key Elements of Your Practice
Dimensional has worked with financial advisors for more than 25 years to help them build differentiated, client-focused businesses. Our service model begins with investments and extends to other key areas of an advisor’s business and messaging needs.
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INVESTMENTS
Gain insights to build solutions
Learn more about modern finance and Dimensional Investing while developing a framework for building globally diversified portfolios that target higher expected returns. -
MESSAGING
Communicate effectively
Leverage Dimensional resources and support to educate clients on key investment principles, manage their expectations, and communicate the value of advice. -
BUSINESS
Manage and grow your business
Tap into Dimensional’s advisor benchmarking studies, training and education, and other business development resources to enhance your practice.
Providing a Wide Range of Resources
Advisors working with Dimensional enjoy a vibrant community where they can network with other like-minded professionals and participate in educational conferences and workshops. We also offer tools, training, and personalized support to help advisors during their business transition, and we are continually developing new content and programs to support an advisor’s marketing and client communication efforts.
Be a part of the community
- Conferences and workshops
- Study groups
- Virtual podcasts and webinars
- Advisor Benchmarks studies
- Investor surveys
- Dimensional videos
- Executive Forums
Establish a tailored roadmap for your firm
- Dedicated team of regional directors and client service associates
- Insights from Dimensional researchers and academic leaders
- Portfolio and performance tools
- Staff training
- Management retreats
- Videos and content for training and education
Aid your marketing and client communication
- Dimensional-authored content
- Client-ready materials
- Educational videos that can be embedded and shared
- Value of Advice series
- Find an Advisor program
Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor.
*“Dimensional Global Firms” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., and Dimensional Japan Ltd.
