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What Portfolio Is Right For You

Let’s start with learning about you. Answer a few important question, and we can start building your recommended investment strategy based on your financial objectives.

Our Portfolio Allocations

Balanced

A balanced investment strategy reflects your desire to seek the potential for growth. You are moderately tolerant of risk and plan to invest for a medium/long period of time.

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Portfolio 8
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Portfolio 8

Fixed Income

  • 15% | DFIHX - DFA Dimensional 1YR Fxd Inc
  • 15% | DFIGX - Intm Govt Fixed Income
  • 10% | DFGFX - DFA 2 Yr Global Fixed Incm Port
  • 10% | DFGBX - DFA 5 Yr Global Fixed-Income I

U.S. Large

  • 4% | DFLVX - DFA US L/C Value Portfolio
  • 4% | DUSLX - DFA US Large Cap Growth

U.S. Small

  • 7% | DFSVX - DFA US Small Cap Value
  • 3% | DSCGX - DFA US Small Cap Growth
  • 4% | DFSCX - DFA US Micro Cap

REIT

  • 8% | DFREX - DFA Real Estate

International

  • 5% | DISVX - DFA Intl Small Cap Value PT
  • 4% | DISMX - DFA Intl Small Cap Growth

Emerging Markets

  • 5% | DFEVX - DFA Emerging Markets Value
  • 6% | DEMSX - DFA Emerging Markets Small Cap

Ready to Get Started?

As an SEC-registered Investment Advisor, we are prepared and eager to guide you down a smarter path to financial security. Let’s start the conversation:

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