As an independent, fee-only advisory firm, Classic Capital is not beholden to any firm’s investment products.  We are free to select funds from any fund family that we believe offers the best investments for our clients.  One such firm that we prefer is Dimensional Fund Advisors (DFA).

DFA is unique in its approach to low-cost, passive investing.  DFA, whose funds are offered to investors only through qualified advisors, uses finance theory to identify the sources of return in the market, and captures those returns in the most efficient, low-cost, and tax-efficient manner possible.  DFA counts some of the brightest minds in finance – past and potentially future winners of the Nobel Prize in Economics – as board members, employees, and clients.