Customized Investment Strategies

This chapter explores a financial advisory firm's approach to managing client portfolios using Dimensional Funds, highlighting the importance of tailored investment strategies. It discusses the construction of globally allocated portfolios, the integration of personalized elements for different clients, and the efficiency derived from collaborating with a turnkey asset management platform. The balance between operational complexity and a standardized investment strategy is emphasized, showcasing how unique client needs can be met without sacrificing the foundational approach.