In a continuous effort to provide superior investment strategies, I built an institutional relationship with Dimensional Fund Advisors, a premier investment management firm based in Austin, Texas. Years of putting this relationship into practice have reinforced my conviction that their framework is uniquely positioned to address your complex financial goals and help you maintain a highly successful, predictable investment experience.
Dimensional’s structural strategies are rooted in the rigorous, empirical research of leading financial economists, including Nobel laureates. Rather than attempting to outguess or outwit volatile markets through active speculation, the firm focuses on capturing dimensions of higher expected returns. Their broadly diversified portfolios, systematic execution, and elite trading infrastructure are engineered specifically to provide low expenses and minimal internal tracking turnover.
Established in 1981, Dimensional and its global affiliates manage over $1 trillion in assets. Operating out of institutional offices across multiple countries with a team of seasoned professionals, the firm limits individual access to its core funds. They offer institutional mutual funds and advanced market ETFs to retail investors exclusively through a strictly select, vetted network of independent, fee-only financial advisors. You can read more about their history and scientific methodology directly at dimensional.com.
Before dedicating SCM Investment Services’ core investment tracks to their framework, I conducted exhaustive institutional due diligence and spent time directly at their global headquarters. That deep valuation fully validated the firm’s elite execution and demonstrated a seamless alignment with my firm’s commitment to evidence-based investing.
As an independent fiduciary, my loyalty belongs solely and completely to you, the client. My relationship with Dimensional is entirely non-commissioned, and no revenue, marketing incentives, or direct kickbacks are ever exchanged between SCM Investment Services and Dimensional. Unlike conventional brokers or active managers who accept third-party compensation for steering client assets toward particular high-cost products, SCM Investment Services operates under zero distribution conflicts. I choose to anchor client wealth in Dimensional portfolios strictly because their evidence-based, institutional value proposition represents the optimal path for my clients’ long-term financial success.
Learn More
- Read more at Dimensional Fund Advisors’ official website.
- Access deeper analysis and investor tools at our internal Learn More section.
