Partner Relationships

  • Dimensional Fund Advisors (DFA) has been a source of consistent innovation in the investment management industry for nearly thirty years by engineering portfolios to capture the specific dimensions of risk worth taking while adding value through patient, skillful trading and disciplined cost management. DFA uses the best ideas from leading practitioners and academic researchers, including Nobel Laureates, to help shape its investment strategy. This strategy is grounded in the efficiency of capital markets. As of March 31, 2010, DFA had $176 Billion under management. More information on Dimensional Fund Advisors can be found at

  • Orion is a complete operational service bureau for the Registered Investment Advisor.