4695 Chabot Road,
Our primary provider of investment vehicles since 2002 is Dimensional Fund Advisors® (DFA). They were founded over 40 years ago by a group of economic professors. Their commitment to academic evidence to support their business mission was of liking to our number-oriented founder, Anthony Carr. They do not sell proprietary products. We believe that Dimensional's low-cost, diversified approach to investing by offering institutional investments to the public through independent Registered Investment Advisory firms has always fulfilled our fiduciary role of always acting in the client's best interest.
Our business is built on a foundation of thoughtful client relationships.