Why We Work With Dimensional Fund Advisors

Our strong working relationship with Dimensional Fund Advisors

gives us unique access to the wisdom of leading financial

economists and Nobel Prize winning academicians.

At OBS Financial, we understand how important research is to successful investing. For more than 30 years, Dimensional Fund Advisors has been translating academic research and time-tested data into practical investment strategies. Our shared scientific philosophy toward investing is the foundation for our working partnership with Dimensional.

Diversification is a cornerstone of our investment approach. Dimensional’s asset class structure provides OBS Financial access to funds that represent comprehensive asset classes, allowing us to build portfolios that are truly diversified. The nature of these funds, which contain tens of thousands of individual securities, mitigates the risk typically inherent when working with a single fund family.

As an investment advisor registered with the Securities and Exchange Commission, Dimensional manages nearly $388 billion for investors around the world, as of December 31, 2015.

Always consider the investment objectives, risks, and charges and expenses of any funds carefully before investing.