Focus on What You Can Control
Choosing the right investment strategy and working with the right people are cornerstones of financial success.
Ready to Add DFA to Your Portfolio?
Fill out the form to contact an advisor that will create a DFA-proposed portfolio for you.
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Focus on What You Can Control
Choosing the right investment strategy and working with the right people are cornerstones of financial success.
Chicago Partners Wealth Advisors is proudly a member of:
Chicago Partners Wealth Advisors is proudly a member of:
A Long-Term Relationship
Chicago Partners and Dimensional Fund Advisors (DFA) have worked together for more than a decade, developing and refining investment strategies that build value over the long term.
Our clients have seen the results of this partnership where it matters most: inside their portfolios.
A Long-Term Relationship
Chicago Partners and Dimensional Fund Advisors (DFA) have worked together for more than a decade, developing and refining investment strategies that build value over the long term.
Our clients have seen the results of this partnership where it matters most: inside their portfolios.
Custom, Globally-Diversified Portfolios
Each client has a portfolio customized to reach their goals and objectives.
Along with Dimensional Fund Advisors' mutual funds, we customize portfolios by adding:
- Complementary Stocks
- Bonds & Income Funds
- ETFs & Alternative Investments
- Global Diversification Across Asset Classes
Each asset category is aimed to bring investors closer to their goals.
Custom, Globally-Diversified Portfolios
Each client has a portfolio customized to reach their goals and objectives.
Along with Dimensional Fund Advisors' mutual funds, we customize portfolios by adding:
- Complementary Stocks
- Bonds & Income Funds
- ETFs & Alternative Investments
- Global Diversification Across Asset Classes
Each asset category is aimed to bring investors closer to their goals.
Tools to Give You More Control
Each client has access to their own Wealth Management System (WMS) account. Clients work with their advisor to set up their financial plan on WMS.
Specifically, WMS helps clients improve their financial mangement by:
- Monitoring a portfolio's performance
- Creating and maintaining a cash flow plan
- Safekeeping important account & estate documents
Tools to Give You More Control
Each client has access to their own Wealth Management System (WMS) account. Clients work with their advisor to set up their financial plan on WMS.
Specifically, WMS helps clients improve their financial mangement by:
- Monitoring a portfolio's performance
- Creating and maintaining a cash flow plan
- Safekeeping important account & estate documents
Our Clients Experience the Difference
Our clients always come first. As a fee-only fiduciary, we put the client's best interests first in all cases - no exceptions.
Clients work with their team of advisors, which consists of a CPA, CFA, CFP, and a J.D., creating a well-positioned portfolio and financial plan equipped to reach their goals.
Clients also receive access to our mobile app, which allows clients to check and monitor their portfolio's performance, check the status of contributions or withdrawals, and contact their advisor directly.
Our Clients Experience the Difference
Our clients always come first. As a fee-only fiduciary, we put the client's best interests first in all cases - no exceptions.
Clients work with their team of advisors, which consists of a CPA, CFA, CFP, and a J.D., creating a well-positioned portfolio and financial plan equipped to reach their goals.
Clients also receive access to our mobile app, which allows clients to check and monitor their portfolio's performance, check the status of contributions or withdrawals, and contact their advisor directly.
Interested in Learning More about Your Portfolio?
We offer a complementary Portfolio X-Ray to any interested investor.
The Portfolio X-Ray is a deep dive into your portfolio to understand the expense ratios, diverification, asset allocation, and other important factors in your portfolio's performance.
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Interested in Learning More about Your Portfolio?
We offer a complementary Portfolio X-Ray to any interested investor.
The Portfolio X-Ray is a deep dive into your portfolio to understand the expense ratios, diverification, asset allocation, and other important factors in your portfolio's performance.