Access to Exclusive Investments

In the Advisors Access 401k, we utilize institutional, asset-class mutual funds to construct the portfolio strategies for plan participants. The funds we use primarily are from Dimensional Fund Advisors (DFA), one of the country's largest and most respected institutional fund managers.

Unlike traditional retail mutual funds, these sophisticated investment vehicles have one objective: to provide precise exposure to their target asset class. They also have significantly lower fees and turnover than comparable retail funds. And there are never any loads, 12b-1 fees or other unseemly sales charges associated with these funds.

“[DFA Funds] have produced an excellent long-term performance record, which, alas, most individual investors can’t take advantage of. DFA funds are sold only through fee-only financial planners, and then only when DFA agrees to accept their business.”

MSN Money, June 2002

These investment vehicles are used by some of the world's largest corporations in the management of their retirement plans and ordinarily require a $2 million minimum per fund. Through the Advisors Access 401k, these funds are available to you and to your plan participants.

To learn more about Dimensional Fund Advisors (DFA), follow this link.

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