SS+D Financial

CONNECT

Address:

Dayton Office: 1900 Kettering Tower
Dayton, OH 45423
West Chester Office: 9100 West Chester Towne Centre Drive Suite 210
West Chester, OH 45069

Phone:

(937) 220-4915

Fax/Other:

(937) 222-6554

Dimensional Fund Advisors

SS+D Financial’s relationship with you is built on a foundation of knowledge, trust, and transparency.  As a fiduciary, SS+D Financial is responsible for designing, managing, and continually reassessing factors that impact your financial affairs.  Our primary investment objective is to reliably deliver what we have designed in our investment policy statement.  After an extensive due diligence process, SS+D Financial has identified Dimensional to be an investment company that adheres to many of our key investment principles.  SS+D Financial will increasingly integrate investments managed by Dimensional Funds Advisors (DFA) across client portfolios.

Dimensional funds are offered through Dimensional Fund Advisors (DFA).  DFA provides these funds exclusively to advisors who share their belief that broad diversification; low costs, risk/return characteristics, managing taxes, and a strict discipline are the key ingredients in long-run investment success.  Access to these funds is limited to a select group of fee-only registered investment advisors.  As a fee-only financial planner and investment advisor, SS+D Financial receives no compensation for recommending DFA funds and is not under any contractual agreement with DFA and receives no commission for sale of its funds.

As of early 2013, Dimensional Fund Advisors managed over 235 billion dollars of funds, and is ranked as the 10th largest mutual fund family based on total assets. Although highly respected in the academic and financial communities, most individuals have never heard of DFA. The firm does no advertising, which helps keep fund expense ratios very low.

Learn more by visiting Dimensional's website.

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck