The Power of Evidence-Based Investing

Claris Advisors believes strongly in the power of using evidence-based investing concepts to help our clients meet their financial goals. As independent advisors, we are not wedded to any particular asset management firm. The amount of compensation we receive from outside fund management firms has been, and always will be $0. This freedom allows us to conduct exhaustive research into which firm will provide the best solutions for our clients and our clients alone.

Our research and the research of our partners at The BAM Alliance has consistently found that Dimensional Fund Advisers (DFA) captures the premiums that exist in the financial markets better than anyone. Due to the nature of their philosophy and execution, they are able to do this at a very low cost as well.

The Wall Street Journal recently published an article about DFA and we are pleased to be able to share it with you. You’ll notice that the Journal uses the term “active-passive powerhouse.” We think this term beautifully describes how DFA is able to consistently be one of the global leaders in institutional asset management solutions.

Read the full WSJ article, The Active-Passive Powerhouse.

Share Button
Tags:

The ABCs of True Wealth Management with Manisha Thakor


Our 5th Annual Claris Education Event was a success, and a huge thank you to Manisha Thakor for enlightening us about how women are going to rule the world!….Well, that’s…
Read More.

Download Our App to Connect with Claris on Your Phone


We at Claris Advisors are excited to announce the rollout of our dedicated app and online portal, available in both the Apple and Google Play store!  Get access to… Daily investment…
Read More.

Is Your Robo-Advisor Hiding Something?


Robo-advisor platforms are on the rise, and many of us are familiar with the pros and cons of these platforms. On the “pro” side, robo-advisors provide their customers with high-quality,…
Read More.

The Value of an Advisor Part 8: Total Returns vs. Income Investing


Many of us remember a time in the not too distant past when retirees could hold a diversified portfolio of equity and fixed income investments and live off the dividends…
Read More.

The Value of an Advisor Part 7: Withdrawal Order


Most individual investors spend a lifetime saving and accumulating assets so that one day they will be able to fund a comfortable retirement. By the time these individuals reach the…
Read More.

The Value of an Advisor Part 6: Behavioral Coaching


For such a data-driven and somewhat stiff and boring industry, finance never ceases to amaze in its capacity to evoke raw, real emotion in individuals who depend on it to…
Read More.