DFA Tools & Services - Lake Mary Wealth Management

Guide to Dimensional’s
Tools and Services
YOUR TEAM
Bo Cornell
Vice President
David Rapozo,
CPA
Vice President
Todd Reesing
Regional Director
Iwona Hill, CFA
Regional Director
Andy Yin
Regional Director
Clayton Boone,
CFA, CIMA
Senior Associate
Thomas Canals,
CPA
Associate
Bo.Cornell@
dimensional.com
(512) 306-4340
David.Rapozo@
dimensional.com
(512) 306-4341
Todd.Reesing@
dimensional.com
(512) 306-4597
Iwona.Hill@
dimensional.com
(512) 306-7453
Andy.Yin@
dimensional.com
(310) 899-2519
Clayton.Boone@
dimensional.com
(512) 306-2609
Thomas.Canals@
dimensional.com
(512) 306-2670
LIVE VIDEO CALLS
Using free Fuze Meeting Software,
you can connect with your regional
director using live video calls.
During these calls, we can customize
your video session to cover a
host of topics including how to
discuss Dimensional with clients,
introductions to our equity and
fixed income strategies, and help
with other Dimensional resources.
Please contact Thomas Canals to
schedule one of these video calls.
Guide to Dimensional’s Tools and Services
2
VIDEOS
The Power of Markets
Different Way to Invest
This sharable, unbranded (allowing you to link to it on
your website), and client-friendly two-and-a-half-minute
video explains how security prices are set based on the
collective knowledge of buyers and sellers. Armed with
this information, investors can be more confident in
the power of the financial markets.
This video is for advisor use only. In this 15-minute video,
David Rapozo, Vice President at Dimensional, describes
why people need to invest in the first place and how
most people actually invest their money. He presents an
investment approach that can help with the pursuit of a
successful investment experience. A white-labeled (allowing
you to place your own branding on the presentation) and
client-ready PowerPoint presentation is also available.
PLAY VIDEO
Dimensional’s Philosophy
In this sharable four-minute video, Weston Wellington,
Vice President at Dimensional, explains how he came
to question conventional approaches to investing and
embrace Dimensional’s investment philosophy.
PLAY VIDEO
Eugene Fama on Modern Finance
In this shareable three-minute video, Professor Eugene
Fama, Nobel laureate and Robert R. McCormick
Distinguished Service Professor of Finance at the University
of Chicago Booth School of Business, widely recognized
as the “father of modern finance” and renowned for his
research on the relationship between risk and expected
return, talks about the evolution of modern finance.
PLAY VIDEO
Matrix Videos
These videos are for advisor use only. With the Matrix
Book and a pad of paper, an advisor can communicate
many compelling investment stories to clients. In these
short (four- to eight-minute) videos, Joel Hefner, Vice
President at Dimensional, explains how to use the Matrix
Book, how you can frame decisions with clients on the
difference between investing in fixed income and equities,
and how inflation can affect total returns.
PLAY VIDEO
Please contact Thomas Canals if you need access to the secure
site or for help on how to embed videos on your website.
PLAY VIDEO
ADVISOR GUIDE
The advisor guide is a quick resource to help new advisors learn about Dimensional and its
guiding principles, investment philosophy, and investment process.
Dimensional has a deep conviction in these fundamental principles, so we have highlighted those here.
Additional chapters are also available.
MARKETS WORK
RISK AND RETURN ARE RELATED
DIVERSIFICATION IS ESSENTIAL
PORTFOLIO STRUCTURE DETERMINES PERFORMANCE
The star behind our investment strategies is our investment process. Learn more about how we design, manage,
and trade our equity portfolios.
DESIGN OF EQUITY PORTFOLIOS
MANAGEMENT OF EQUITY PORTFOLIOS
TRADING OF EQUITY PORTFOLIOS
Guide to Dimensional’s Tools and Services
3
CLIENT READY MATERIALS
Barron’s Cover Story: Market Beaters*
PowerPoint Slides
In this shareable cover story, Barron’s profiles the leaders
of Dimensional Fund Advisors and describes the firm’s
investment philosophy.
GET ARTICLE
Slide collections offer non-branded versions (allowing you
to place your branding on the presentation) of some of
Dimensional’s most popular presentation pages for use in
client education and marketing.
Evolution of Dimensional*
• A Different Way to Invest
This client-ready PDF brochure highlights advancements
in research on investing and how Dimensional evolved
with major advances in portfolio management, offering
new dimensions to investors.
These slides answer key questions many investors ask and
highlight an alternate approach to investing that can help
with the pursuit of a successful investment experience.
GET SLIDES
GET BROCHURE
• Investment Principles
Mutual Fund Landscape*
This client-ready PDF brochure analyzes the performance
of the mutual fund industry as a whole and offers tips for
investors when selecting funds.
GET BROCHURE
*Please contact Thomas Canals to order hard copies of
these materials.
This collection offers a non-branded version of content
featured in Dimensional’s Advisor App for iPad®. These
slides spotlight concepts that inform a market-based
investment approach and are grouped in four categories:
market equilibrium, diversification, dimensions of returns,
and investor discipline.
GET SLIDES
• Supplemental Slides
Quarterly Market Review
These PowerPoint slides featuring quarterly performance
of the global equity and fixed income markets. They are
non-branded and client-ready and available shortly
after the end of the quarter.
GET SLIDES
These slides offer data and illustrations to support topics
featured in the Investment Principles collection.
GET SLIDES
• Quote Library
These slides offer insight from industry leaders and
academics on economic science and investing principles.
GET SLIDES
ADVISOR TRANSITIONS VIDEOS
In an interactive video series, advisors share their experiences, offer business-building advice,
and ideas in client communication.
GO TO VIDEO SERIES
This guide is provided for registered investment advisors and is not intended for public use. Dimensional Fund Advisors LP is
an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks,
and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the
Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional
Fund Advisors collect at (512) 306-7400 or at us.dimensional.com. Dimensional funds are distributed by DFA Securities LLC.