We believe that a well-qualified financial advisor can offer the expertise, tools, and perspective to help clients pursue better financial outcomes. Since 1989,1 we have worked with financial professionals from diverse disciplines and advisory models to help them build successful, client-focused businesses. These relationships are based on a shared desire to provide outstanding services and investment solutions.

Learn more about joining a dynamic community of advisors by contacting a Dimensional representative below.

Redefining Financial Advice

(3:22)

Seven financial advisors from around the globe reflect on how the industry has shifted for the better and what it means to put clients first.

What helps make a great client 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.

Comprehensive Solutions to Your Business Challenges

Dimensional 360™ helps you build a more successful wealth management business through education, coaching, and a full array of resources tailored to your firm’s needs.

Our support begins with investments. We can show you how to get the most from leading research and use Dimensional strategies to enhance your investment offering. Beyond investments, Dimensional 360 extends across other essential functions of your business—communication and strategy—to help you elevate the client experience and position your business for higher growth and success.

  • INVESTMENTS
    Gain insights and build
    global solutions
    • Advanced research and thought leadership
    • Customized tools for portfolio analytics and models
    • Portfolio consulting tailored to your client needs
  • COMMUNICATIONS
    Engage effectively
    with your clients
    • Enhanced client communications using the Dimensional 4S Framework™
    • Extensive library of marketing and client education materials
    • Comprehensive support for your client events
  • STRATEGY
    Innovate and grow
    your business
    • Insights from our annual Global Advisor Study and Global Investor Study
    • Detailed business planning through our Future Firm™ strategic visioning
    • Deep support for M&A and succession planning

Providing a Wide Range of Resources

We deliver a full spectrum of services through multiple channels:

Professional Consulting
One-on-one consultations with investment specialists and client support teams
Client Communities
Professional study groups, executive forums, and specialty peer networks
Events
Conferences, symposiums, and focused workshops featuring Dimensional thought leaders and industry experts
Webcasts
Live and recorded events featuring expert analysis on markets, research, and industry topics
Professional Training
Investment education, personal skills development, and business strategy
MyDimensional.com
Website offering exclusive access to digital resources, tools, and content

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.”

1Dimensional Fund Advisors LP was founded in 1981.

“Dimensional” 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., Dimensional Ireland Limited, DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd, 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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