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 advisory firms. 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 the nation's most distinguished financial economists, and an extensive private website of articles, research, and analytic tools.
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 advisory firms. 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 the nation's most distinguished financial economists, and an extensive private website of articles, research, and analytic tools.
Regional Directors
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David P. Butler, CFA Director of Global Financial Advisor Services Daniel M. Wheeler Santa Monica Samuel C. Adams London Javier Arriagada Austin Vanessa Bennett Sydney Rob Bessett Austin Scott A. Bosworth, CFA Austin Ryan Cooper Austin Jeffrey D. Cornell Santa Monica Robert "Bo" Cornell Seattle |
Mark R. Gochnour, CFA Austin Joel H. Hefner, CFA Austin Marc Jimenez, CFA Austin Andrew Keiper, CFP Austin Kahne Krause Santa Monica Nathan Krieger Sydney Stephen W. Kurad Austin Apollo D. Lupescu Santa Monica Rose Manziano Austin Matt Miller, CFP Austin |
Jim Parker Sydney Paul Raaff Sydney Ashish Shrestha Santa Monica Bryce D. Skaff, CFA Santa Monica Bradley G. Steiman, CFA Vancouver Doug H. Strott Austin Joel Teasdel London Erik Totten Austin Jay Totten Santa Monica Ben Walker Austin Robert T. Young, CFA Vancouver |


