Dimensional Funds Video

At Portfolio Advisors, our approach to investing focuses on controlling the things which are actually within our ability to do so.  This differs from the conventional approach that relies on market timing, stock picking, and active trading. We believe that the structure of the portfolio is the single most important aspect in determining returns. We also believe that controlling costs, by minimizing trading and using low cost funds, can have a significant positive impact on returns over time. As such, our fund family of choice is Dimensional Fund Advisors. For more than 30 years, Dimensional has been translating compelling research into practical investment solutions. We offer this four minute video that helps explain how Dimensional is different, and how their investment philosophy evolved by drawing upon the academic community.  

To view, click on the link below.

http://www.dfaus.com/why-dimensional/why-dimensional.html

 

Announcement from Portfolio Advisors

There are some new and exciting changes at Portfolio Advisors that were announced by Mike Leffler in a letter sent to clients in early February. In his letter, Mike announced that Tina Mistry and Ken Hatfield have both been named partners and now join Mike as owners of the firm. The letter stated: "As I grappled with the future of the company and its continued success, I began to think that it would be a good idea to share in the ownership of the company.  The problem was with whom and when.  I never liked the idea of selling the company to a larger firm.  I liked the idea of remaining independent with local ownership.  I am happy to say that I had to look no further than within the walls of Portfolio Advisors itself.  I found two individuals that are trustworthy, extremely competent, and have proven track records." To read his letter in its entirety, please read below.