Investment Approach

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.

Second Opinion Service

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes: a confirmation that your existing investments and financial plan are on target with your current advisor; the offer to become a wealth management client of ours; or we’ll offer suggestions to improve your current trajectory towards your financial goals. Since we only limit our services to a select few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.
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