Adding Incremental Value - Ambrose - Values based financial advisory
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Adding Incremental Value

Adding Incremental Value

Our preferred money manager, Dimensional, has an approach to investing money that continually seeks to add value, irrespective of the size of the saving.

As long term investors, the firm appreciates that every dollar counts and fight hard to capture them for us.  Be it finding marginal savings when they implement their portfolios, to designing or operating portfolios, David Booth, co-founder and co-CEO of Dimensional Fund Advisors, discusses how Dimensional looks to add value at every step of the investment process, from portfolio construction to implementation to operations…