A new Model of Investing with Dimensional Fund Advisors

http://www.longislandplan.com/2011/02/how-to-invest-in-dfa-funds/ Charles Massimo talks to you about a new model of investing with Dimensional Fund Advisors.

Dimensional Funds are not generally available directly to individuals. They work exclusively with advisors who share their belief that broad diversification, low costs, risk/return characteristics, managing taxes and a strict discipline are the key ingredients in long-run investment success. They will only give this privilege to advisors who go to great lengths to help their clients develop financial plans for each stage of their lives-and strive to help keep those clients on track to meet their goals. Out of 300,000 advisors nationwide, only about one half of one percent can offer DFA funds to their individual clients; an elite group indeed considering DFA's international presence.

Dimensional Funds realizes that a financial advisor's role isn't just to deliver investment performance. Investment performance is not enough- you have to build a relationship based on trust. The best way to build trust is by helping clients make smart decisions about their money. Speculating about the future is not a smart decision. The future is uncertain. Dimensional's investment approach is based on academic research. The focus is on educating clients on how markets work and how to stay disciplined, thereby optimizing their chance of achieving their long-term goals and delivering a successful investment experience.

For more information on this subject, contact:
CJM Fiscal Management at: 631-777-1030
or visit: www.cjmfiscal.com

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