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 practices focus on offering guidance to help investors think differently about investing, so they may pursue long-term goals without the daily worry.
Dimensional global firms* have worked with financial advisors for 30 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.
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.
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” 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., Dimensional Ireland Limited, DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd, Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Dimensional Directors refers to a member of the Board of Directors of the general partner of Dimensional Fund Advisors LP.