Financial Advisors
Dimensional's mutual funds are designed to meet the needs of professional investors, and our resources are devoted to improving these strategies wherever possible. Developing customized portfolio solutions involves taking the risk preferences, tax situations, and lifetime objectives of each client into account. We believe this task is best left to a professional advisor who is directly familiar with his or her client's financial experience, risk tolerance, and goals.
As a result, Dimensional fund shares are not available directly to individuals but are limited to clients of a select group of fee-only financial advisors. The relationship between Dimensional and the independent advisor is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
To help entrepreneurial advisors build their business and manage their practice, Dimensional provides educational support and consultants. We also assist advisors through webinars on advanced topics, conferences featuring some of North America's most distinguished financial economists, and an extensive private website of articles, research, and analytic tools.
Based out of Vancouver, Dimensional Canada provides services to Canadian financial advisor clients. The primary contact for the region is Brad Steiman. The Vancouver office works closely with the team of Dimensional's regional directors in the US, which allows us to keep fully abreast of current research and developments.
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