Est. 2011
Fiercely Independent Fiduciary Financial Advice™
2013 PlanPlus Global Financial Planning Awards Finalist
Market-based Investing
One aspect of Clear Financial's GPS Investing™ methodology involves the selection of market-based investment vehicles to fill desired asset categories.
This page is meant to provide clients and prospective clients with information on our use of Dimensional Fund Advisors (DFA) mutual funds as a preferred product provider for many of our asset class selections.
Clear Financial Advisors is an approved provider of Dimensional Fund Advisors (DFA) mutual funds.
Please contact us and see our services page for further information regarding our portfolio and investment strategies.
Clear Financial's Use of DFA Funds
As a fiduciary, the investment decisions Clear Financial Advisors makes on behalf of our clients must be a standard of being in their best interest.
We currently recommend DFA funds for many of our preferred asset class selections.
As an advisor that strives to make personal financial decisions clear, we offer this page to share a small portion of our research on market-based investing, and DFA funds in particular.
Authored articles:
Diversification Beyond Traditional Index Funds
The Benefits of a Flexible Passive Portfolio
Why You Should Know Dimensional Fund Advisors
Clear Financial produced Video series:
Clear Financial's use of DFA Funds
Philosophy
The Dimensional philosophy fits well with Clear Financial's beliefs in value investing in a diverse mix of assets, matching investments with an investor's goals, and utilizing investments based on their best possible uses.
Video series:
Introductions to Dimensional (beginner)
Stories for the Investor (intermediate)