Author: admin

Our partnership with Dimensional Fund Advisors gives us the best opportunity to construct well diversified, passively managed portfolio for our clients.

Prudent Man has an on-going relationship with a low-cost institutional fund manager, Dimensional Funds Advisors (DFA). Their funds’ construction and the corporate investment philosophy provides us with the best opportunity to construct a well diversified, passively managed portfolio for our clients.

Since this is not a retail fund company, we have a pre-approved relationship that allows us to use their funds and we also hold the distinction of being one of the 1st advisory firms to work with DFA. We have found that DFA provides Prudent Man with the best opportunity to capture specific asset class return at a lower cost than the typical retail fund. More information regarding DFA can be found on their website at www.dfaus.com.

Call Prudent Man at 303.436.1577 or Schedule an Appointment Online to speak with a Prudent Man advisor more about Dimensional Fund Advisors.

We have a new article and video to share with you. Both of these pieces do a nice job of reiterating points that some may be familiar with (or recently introduced to) regarding our investment strategy, in addition to discussing the research/information we use to validate our approach on an ongoing basis. The article, in particular, assists in articulating the distinction between passive indexing and asset class investing. While we believe both are superior to the active approach, we do subscribe to the additional value added by the flexibility, patient trading, lower costs and true diversification asset class investing provides. There is always so much more we could discuss.

In full disclosure, the video was produced by a passive management firm that uses DFA (Dimensional Fund Advisors) funds; however, we believe the biases are at a relative minimum, and the facts speak for themselves. You be the judge. Enjoy! It is 54 minutes, broken up in 8 chapters.

Video Link: Passive Investing: The Evidence 
Article Link: Forbes Article: “Getting Over Investing With A Better Way”

A piece from the Wall Street Journal we thought would be a good reminder regarding behavior and its unintended results as the media continues to talk about market tops, and the ever present call for market declines.  We are constantly stressing, and trying to inform and remind clients that markets are very difficult, if not consistently improbable, to time in general – even more so on both sides of the equation (top and bottom).  This article discusses that fact and some results of trying to do so, when it is clear by the data over the past 15 years that a globally diversified, disciplined and rebalanced portfolio over the long term does pay off.  

Read Article