Dimensional’s Approach to Asset Allocation

With so many building blocks available to construct asset allocations, how can investors sort through the noise to find solutions that meet their financial goals?

Whatever the financial goal, Dimensional applies robust investment principles to asset allocation. Our approach starts with defining an investment goal and identifying the key risks relevant to this goal. Then we build solutions that aim to help investors achieve their goals by systematically pursuing reliable sources of higher expected returns while managing risks and costs efficiently.

For many investors, the key considerations to asset allocation include the split between equity and fixed income, considerations for regional allocations, emphasis on known drivers of higher expected returns, tax impact, and considerations for unique investor values.

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Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”) with its primary place of business in the state of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. References to registration with the SEC do not imply any endorsement or approval of the qualifications of the firm, nor do they imply that the firm’s representatives have attained a particular level of skill or training. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.

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