We want to build deep, working relationships with advisors who share our desire to pursue better financial outcomes for their clients. We believe that client-focused advice and efficient, value-added access to the capital markets can be a successful combination for both advisors and their clients.

We have seen many advisors thrive with this approach by reorienting their business around the client experience. These firms focus on offering guidance to help investors think differently about investing, so they may pursue long-term goals without the daily worry.

David Booth On: Professional Advice

(2:39)

Dimensional Founder David Booth shares his perspective on the value of professional advice and the role financial advisors play helping investors handle uncertainty and make informed decisions.

What helps make a great investor experience?
  • Being well prepared for the range of possible outcomes.
  • Having an investment philosophy you can stick with.
  • Tuning out the noise and focusing on what you can control.
  • Taking a long-term view of investing.

Supporting Key Elements of Your Practice

Dimensional global firms* have worked with financial advisors for 30 years to help them build differentiated, client-focused businesses. Our service model begins with investments and extends to other key areas of an advisor’s business and messaging needs.

  • INVESTMENTS
    Gain insights to build solutions
    Learn more about modern finance and Dimensional Investing while developing a framework for building globally diversified portfolios that target higher expected returns.
  • MESSAGING
    Communicate effectively
    Leverage Dimensional resources and support to educate clients on key investment principles, manage their expectations, and communicate the value of advice.
  • BUSINESS
    Manage and grow your business
    Tap into Dimensional’s advisor benchmarking studies, training and education, and other business development resources to enhance your practice.

Providing a Wide Range of Resources

Advisors working with Dimensional enjoy a vibrant community where they can network with other like-minded professionals and participate in educational conferences and workshops. We also offer tools, training, and personalised support to help advisors during their business transition, and we are continually developing new content and programmes to support an advisor’s marketing and client communication efforts.

Be a part of the community
  • Conferences
  • National and regional workshops
  • Study groups
  • Virtual podcasts and webinars
  • Advisor Benchmarks studies
  • Dimensional videos
  • Executive Forums
Establish a tailored roadmap for your firm
  • Dedicated team of regional directors and client service associates
  • Insights from Dimensional researchers and academic leaders
  • Portfolio and performance tools
  • Staff training
  • Management retreats
  • Videos and content for training and education
Aid your marketing and client communication
  • Dimensional-authored content
  • Client-ready materials
  • Educational videos
Dave Butler
Dave Butler
Co-Chief Executive Officer
“An advisor gives discipline around the process and helps a client stay invested through good markets and bad.”

*“Dimensional Global Firms” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Ireland Limited, Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.. Dimensional Directors refers to a member of the Board of Directors of the general partner of Dimensional Fund Advisors LP.

This material is deemed to be issued by Dimensional Fund Advisors Pte. Ltd., which is regulated by the Monetary Authority of Singapore and holds a capital markets services license for fund management. This advertisement has not been reviewed by the Monetary Authority of Singapore. 

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