Pursuing A Better Investment Experience
- Create an investment plan to fit clients needs and tolerances.
- Structure a portfolio along the dimensions of expected returns.
- Diversify globally and re-balance systematically.
- Manage expenses, turnover, and taxes.
- Maintain discipline through market dips and swings.
“Perhaps the most important job of a financial advisor is to get their clients in the right place on the efficient frontier of their portfolios.
But their No. 2 job, a very close second, is to create portfolios that their clients are comfortable with. Advisors can create the best portfolios in the world, but they won’t really matter if the clients don’t stay in them.”
Harry Markowitz – Founder of Modern Portfolio Theory, Nobel Prize Winner
Investments are not simply numbers on a screen; investments represent money that we set aside for some future purpose or goal.
There are no prizes for winning but there are severe consequences for losing.
Stop chasing the market and start growing wealth strategically.
Collabria Capital, Inc. does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Collabria Capital, Inc. is a registered investment advisor. Collabria and Dimensional are not affiliated. Video content is presented under permission from Dimensional (DFA).
The videos above are provided for educational purposes and are not meant to be a recommendation of any specific investment product, service, or strategy. The information presented here is not specific to any individual’s personal circumstances.