Fidelity Institutional
While Intelligent Financial Strategies provides investment and financial planning advice, we do not have direct access to your account assets. As a client of the firm, Fidelity Institutional serves as custodian of your account. With your permission, our firm receives Limited Power of Attorney (LPOA) to submit trade requests on your behalf and provide you with regular reports that summarize your portfolio’s performance. However, you remain in control of your assets by having them held in accounts in your name. Fidelity Institutional provides us with the platform, products, programs and resources to serve our clients in the best manner possible.
Dimensional Fund Advisors
Dimensional Fund Advisors (www.dfaus.com) is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional's mutual funds are designed to meet the needs of professional investors, and the firm's resources are devoted to improving these strategies wherever possible.
Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms, including Intelligent Financial Strategies. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
Dimensional's investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the world's leading financial economists to develop and enhance its strategies.
