As a client or professional partner of DHG Wealth Advisors you’ve been part of a wealth management experience focused on your goals and objectives, not one focused on products. As a part of implementing an appropriate solution for our clients based on their needs, risk tolerance, and feedback; our Investment Policy Committee seeks out investment solutions that have stood the test of time. A long standing part of our client portfolios has been Dimensional Fund Advisors (DFA). We’ve attached this year’s “Letter From The Chairman”, penned by DFA Chairman David Booth for your review.
The article outlines how DFA’s long term investment success has been built on a philosophy which takes advantage of academically proven risks and remains committed to them during cycles that have not been favorable. These are similar to the tenants of long-term individual investing success; selecting an investment strategy that aligns with your risk tolerance and investment goals and sticking with it throughout the variability of financial markets.