We believe in a disciplined approached to long-term investing to achieve your financial investment goals that incorporates the following:
We will prepare a custom Investment Policy Statement that formalizes how your investment assets are managed by us.
What Is Different about Dimensional Funds?
Learn more about our approach and work with Dimensional Funds. Aurochs Financial Group works to provide an objective, independent voice that is client centric. Listen to our peers discuss this approach in a short video from Dimensional.
Access to shares in the Dimensional team’s funds are only available to institutional investors and through select independent fee-only advisors. Aurochs Financial Group is authorized to make these available to its clients.