Winship Wealth Investment Partner Dimensional Fund Advisors Recognized by Barron's

Winship Wealth Partners's picture
Printer-friendly versionPrinter-friendly versionPDF versionPDF version

Winship Wealth Partners is thrilled to congratulate its longtime investment partner, Dimensional Fund Advisors, on their January 6th recognition in Barron's. Winship first partnered with DFA in 2007 after being approved following a lengthy review and approval process that DFA sends all their financial advisor partners through. Since that time, Winship has used DFA’s funds as the core of all of their client’s portfolios.


San Francisco, California - February 28, 2014 (PressReleasePoint)- Winship Wealth Partners is thrilled to congratulate its longtime investment partner, Dimensional Fund Advisors, on their January 6th recognition in Barron's. Winship first partnered with DFA in 2007 after being approved following a lengthy review and approval process that DFA sends all their financial advisor partners through. Since that time, Winship has used DFA’s funds as the core of all of their client’s portfolios.


For Craig Slayen, founder of Winship Wealth Partners, the attention his company's partners at DFA have found is long overdue. The team at Dimensional Fund Advisors has always had great success, and not through the conventional methods of timing the markets or trying to pick the best stocks out of a sector, as one might imagine. Instead, DFA focuses completely on academic research, and applies it to the way they construct their portfolios. DFA’s board consists of last year's Nobel Prize winner Gene Fama, former Nobel Prize winner Myron, and four other academics from the University of Chicago and Stanford.


Dimensional is the eighth largest mutual fund family, however, most have never heard of them. The reason being is that they spend no money on marketing. This enables them to keep their fees extremely low and gives them the ability to pump their profits back into ways to take the academic research and apply it to their portfolios.


The approach hasn't come without criticism. Many call DFA's tactics passive. However, DFA co-CEO David Booth knows otherwise. "I recoil when people think that what we do is being passive, because it has nothing to do with being passive," Booth says. "We are trying to beat the market without forecasting in the usual sense." Booth has every right to counterpoint such claims, especially given the fact that 75% of all DFA-invested funds beat the market.


The good news for Dimensional Fund Advisors is equally good news for their partners at Winship Wealth Partners, not to mention Winship’s clients. As Winship continues to work with the hugely successful, albeit unusual, team at DFA, their clients' funds and investing futures are in good hands.


About Winship Wealth Partners
Founded in 2003 by Craig Slayen and wife Melissa, Winship Wealth Partners is a wealth management firm specializing in financial planning, investment strategy, guided portfolio structuring, and the development of a unique relationship between clients and advisors. Interested parties can find more information at www.winshipwealth.com, or call (415)450--9600. Locals can visit the company's offices at 442 Post Street, 2nd Floor, San Francisco, CA.


Contact: Craig Slayen
Address:442 Post Street, 2nd Floor, San Francisco, CA 94102
Phone Number: 415.450.9600
Email: cslayen@winshipwealth.com
Website:www.winshipwealth.com

investment planning, financial planning, San Francisco


Press Contact:
Craig Slayen

442 Post Street, 2nd Floor, San Francisco, CA 94102

415.450.9600
http://www.winshipwealth.com
********@**n**i**e**t*.com
Email partially hidden to block spam. Please use the contact form here.
Contact Craig Slayen
Email the contact person for this press release. Do not send spam or irrelevant message.
9 + 7 =


Copy this html code to your website/blog to embed this press release.