Most investors are conditioned to believe money managers have a “secret sauce” allowing them to consistently predict the future and beat the market. This is what much of Wall Street has been built on. There is only one problem… It’s not true. In fact, only 17% of stock mutual funds beat their respective index over the last 15 years.
At RS Crum, we believe that investment success is attained through the design and implementation of a highly diversified portfolio that keeps taxes and fees to a minimum – leaving more money in your pocket.
One of the tools we use to accomplish this goal is Dimensional Fund Advisors (DFA) mutual funds. DFA isn’t a household name. But, it should be. This Barron’s cover story looks at Dimensional Fund Advisors’ commitment to a research-based investment philosophy.