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Model Portfolios

Decades of academic research inform our investment philosophy and approach. Like all of our strategies, the global portfolios reflect core principles that define this  way of investing.


Dimensional Fund Advisors

We have always looked to provide a great client experience. To accomplish this objective, we work closely with firms that share our view on markets and investing, including Dimensional Fund Advisors, a global investment manager.

When we mention Dimensional and their investment strategies to clients, many often want to know more about the firm. To provide a deeper understanding, the firm has published Inside Dimensional 2020, a book highlighting the people and teams involved in the daily work of managing investments for shareholders around the world.

We hope this book gives you additional insight into Dimensional and a better understanding of why we chose the firm to help manage the wealth you have entrusted to us. You can also visit ca.dimensional.com to learn more.


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