SOCIAL FUNDS

Dimensional’s social funds enable investors to pursue higher expected returns across stock and bond markets while maintaining alignment with social priorities and philosophies.

For nearly two decades, Dimensional has applied a transparent, research-based approach to help investors unite their values with sound investment strategies. Our social funds seek to exclude individual securities issued by companies that are involved in controversial activities while preserving investors’ ability to pursue higher expected returns across stocks and bonds. We are able to apply screens across both equity and fixed income strategies.

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Robert J. Pyle, CFP®, CFA, AEP® founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, single women, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small-business owners. Our disclosure can be found here. The views, opinion, information, and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting, or tax advice.