Dimensional Fund Advisors (DFA) only allows access to its funds through an approved group of fee only financial advisors.
Calvert Investment Counsel happens to be one of those firms.
We understand their structured approach to investing, and the benefits that it brings to our clients.
Dimensional Fund Advisors offers low-cost institutional mutual funds.
Dimensional Fund Advisors’ History & Approach
Founded in 1981, DFA was created to apply academic theory to the real world of portfolio management.
Its approach is rooted in the belief that markets are “efficient” and investors’ returns are mainly determined by asset allocation decisions – not dependent upon the elusive goals of superior stock selection or market timing that frequently prove to be the downfall of other advisors.
At DFA, no economists forecast business cycles or interest rates; no investment strategists shift allocations between stocks and bonds; and no analysts search out “undiscovered” stocks.
Instead, DFA permits advisors to structure highly diversified, global portfolios that ass value more effectively than do both actively managed funds and traditional index strategies.
DFA uses financial science to engineer structured portfolios designed to capture the return behavior of an entire asset class.
Each of DFA’s equity mutual funds invests in a specific stock sub-class differentiated on the basis of size and global positioning.
DFA then creates separate portfolios across nearly every level of capitalization with a distinct, value-style overlay by focusing primarily on securities with lower price/book value ratios.
Calvert Investment Counsel
By blending these various funds, Calvert is able to develop highly diversified, individualized investment programs which emphasize those factors that DFA’s research considers critical to obtaining above-average long term returns.
Calvert adheres to a set of core investment principles that imbue our daily work and guide our advice to clients.
At the heart of those principles is the recognition that our work has one aim: Satisfy the client’s lifestyle and estate objectives with high probability and minimum sacrifice at an acceptable level of risk.
To accomplish our aims, Calvert professionals work within the scope of the client’s plan to allocate assets across a comprehensive investment platform which includes global equities, fixed-income products, and carefully selected alternative investments.
We seek broad diversification across all of the asset classes in pursuit of satisfactory, long-term returns that will achieve client goals.
Here’s What To Do Now
If you would like to speak with a Calvert Investment Counsel representative about your financial plan, give us a call at 410-435-3270 or click here to place your request online.