family financial planning

Dimensional Fund Advisors (DFA)

Herbst Financial Advisors, Inc. is among a select group of advisors that have a relationship with Dimensional Fund Advisors (DFA) to offer their funds through LPL Financial.

The customized portfolios developed through DFA take the risk preferences, tax situations, and lifetime objectives of each client into account. DFA believes this task is best left to a professional advisor who is directly familiar with his or her clientsí financial experience, risk tolerance and goals. As a result, Dimensional fund shares are not available directly to individuals but are limited to clients of a select group of fee-only financial advisory firms.

The relationship between Dimensional and the independent advisor is based on shared views about how capital markets work and how best to provide clients with a successful investment experience. Financial advisors must meet certain stringent requirements to qualify to offer DFA funds to their clients, including specific criteria in regard to the advisorís knowledge, education, experience, training and professional credentials.

Click here to view the DFA video

Investing in mutual funds is subject to risk  including possible loss of principal.
Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. You can obtain a prospectus from Herbst Financial Advisors, Inc. Read it carefully before investing.