Financial Advisors at Empowered Retirement
Empowered Retirement Partners
Dimensional Fund Advisors
We are privileged to work with Dimensional Fund Advisors, also known as DFA, since 2001. DFA is an Institutional Mutual Fund Family, rooted in academia and committed to working only with advisors who understand and embrace long-term investing with clients–goal-oriented investing. DFA, the 8th largest Mutual Fund Family in the world, has created over 70 Institutional Mutual Funds that are effectively diversified in various markets–Large companies, Small Companies, Foreign Companies, Real Estate Investment Trusts, and the like.
We’ve entered into a strategic alliance with Loring Ward Financial, Inc. a renowned wealth advisory firm founded in 1990 and headquartered in San Jose, California. This new relationship will enable us to provide you with institutional money management grounded in decades of academic research and backed by an Investment Committee that includes Nobel Laureate, Dr. Harry Markowitz and Behavioral Finance pioneer, Dr. Meir Statman. Loring Ward’s Investment Committee’s focus on prudent risk management, will make a real difference as we work towards achieving your long-term goals.