A Foundation of Excellence – Why Loring Ward Builds Portfolios Using Dimensional Fund Advisors, (DFA)

Investing is about more than your portfolio. It’s about your life, and having a plan for what you want to accomplish and what it will take to meet your goals.

To get where you want to go — whether that means a comfortable retirement, college education for your children, a second home or caring for elderly parents — your long-term plan should be built on a solid investment foundation, one based not on guesswork and speculation but on science, data and academic research.

This is why, for more than two decades, Loring Ward has worked with Dimensional Fund Advisors (Dimensional) as a strategic partner for our portfolio management programs.

A Foundation of Excellence Brochure (PDF)