Does DWM use ONLY DFA?
While DFA is currently our primary tool for constructing globally diversified, passively managed portfolios, it is by no means our only tool! Here are a few examples: • If your fixed income requirements are significant, our fixed income approach is to build custom bond portfolios to manage portfolio volatility and/or address income flow needs. • If the commodities asset class is an appropriate holding for your portfolio, we seek a fund that offers the most accurate commodity exposure at the lowest cost. • There are times when other passive vehicles such as TIPs, ETFs and index funds might be appropriate solutions for individual needs; we can help you access these resources. • If you come to us with holdings that you do not wish to sell, your advisor can accommodate them within your overall portfolio.
