Unlike the flashy and fast-paced approach to finance taken up so frequently by the media, we follow a measured, time-tested approach based on a vast database of historical returns. Our approach aims to balance personal risk tolerance, time horizons, tax considerations, and present and future income needs within the context of an overall long-term life plan.
The same advice is not the right advice for everyone, and we believe in finding solutions that are the best fit for your success, not ours. Your attitude towards investing is as important as the investment itself, and we make sure that you are as comfortable and confident in your financial choices as we are in offering them to you.
SIMPLY BETTER FINANCIAL ADVICE
A financial advisor can offer expertise and guidance to help you focus on actions that
add value, which can lead to a better investment experience.
Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Strategic Investment Solutions Inc. (SIS) carries the privilege of being approved to provide clients with access to Dimensional Fund Advisors (DFA) strategic asset class portfolios. For more information about DFA, the reasons behind its exclusivity, and the success of its scientific investment model, watch this short video:
Dimensional Fund Advisors is currently the eighth-largest fund company, but is virtually unknown to most investors. DFA manages over $500 billion in assets and does no advertising, which helps keep fund expense ratios very low. It is primarily owned by employees and directors, and manages assets exclusively for institutional investors and the clients of a select group of fee-based advisors. DFA’s board members, directors, and consultants represent a “who’s who” in the world of finance and economics, including Nobel laureates Eugene Fama, Robert Merton and Myron Scholes. Eugene Fama is the central scholar whose groundbreaking work with Kenneth French inspired the founding of the firm. As the author of the efficient markets hypothesis that underlies all of Dimensional's products, Professor Fama helped develop the firm's process, continues to supply key research, and helps keep the firm abreast of research in academia. Widely regarded as the "father of modern finance," Professor Fama has brought an empirical and scientific rigor to the field of investment management, transforming the way finance is viewed and conducted.
DFA does not develop or recommend investor portfolios. Instead, this work is left up to the advisor chosen by the client. Development of highly efficient portfolio models requires a thorough understanding of Modern Portfolio Theory (MPT). The principal goal of MPT is to achieve the greatest return for a minimum amount of risk taken (or, conversely, to minimize the risk in a portfolio targeted to achieve a specific return). Doing so requires combining asset classes in the portfolio to achieve effective diversification. This is accomplished by measuring the correlation between specific asset classes that demonstrate a historically high rate of return and combining the asset classes in such a way that portfolio volatility is minimized. Global diversification of the portfolio protects investors from a downturn in any single asset class. Our DFA-based portfolios typically contain more than 12,000 securities in 44 countries.
Dimensional adds value over benchmarks and peers through a dynamic and robust investment process that carefully structures and implements portfolios to target higher expected returns over time. By evolving with advances in financial science, the firm has delivered impressive long-term results for clients. We work with our clients to fully understand the process and how it applies to meeting their goals.
SIMPLY BETTER FINANCIAL ADVICE
A financial advisor can offer expertise and guidance to help you focus on actions that add value, which can lead to a better investment experience.
Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
A wide array of details goes into designing your personal financial plan and we know it’s not always obvious when a change in life calls for a change in your financial life.
If you answer “Yes” to any of the following questions, then it may be appropriate to schedule a meeting to update your financial plan:
Have you recently changed marital status?
Has your employment status, job title, or career changed?
Has your health status or that of your spouse, parents, or children changed?
Has your family just become bigger or smaller? Have any new children or grandchildren joined your family?
Have you received or anticipate receiving an inheritance any kind?
Have you moved to a new location? Are you considering a possible move?
Have any of your children moved abroad to study or work?
Do you or your spouse plan on retiring and starting social security income?
Do you have a large upcoming expense?
Do you think your risk tolerance score has changed? Visit our online calculator to find out.
Have you reached age 59 ½ or age 70?
To schedule an appointment, please call us at (708) 645 - 8820 or email us.
SIMPLY BETTER FINANCIAL ADVICE
A financial advisor can offer expertise and guidance to help you focus on actions that
add value, which can lead to a better investment experience.
Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Vestibulum vitae diam a neque lobortis fringilla nec in eros. Nullam rutrum volutpat pretium. Donec in quam lectus, vel suscipit turpis.
aliquam velit neque
tincidunt eu aliquam at
facilisis id justo
Header 2
Header 3
Header 4
Retirement Planning
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Financial Advice
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.
Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.