Milestone Financial is one of a select group of independent advisors approved by Dimensional Fund Advisors for the distribution of their mutual funds.
Our enthusiasm for Dimensional starts with our agreement with their beliefs that markets are efficient, risk and return are related, diversification is the antidote to uncertainty, and asset allocation is a principal determinant of investment results.
Basing their work on academic research and the science of capital markets, Dimensional draws insights from empirical research to emphasize areas of the market with higher expected returns. Working with some of academia’s most respected economists, including several Nobel laureates, Dimensional brings research and scientific evidence — and thereby an understanding of the investment risks that are worth taking and those that are not — to the design of its portfolios. The result is a fundamentally different approach to fund management.
The Foundation of Ideas
MILESTONE FINANCIAL ADVISORS
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- San Francisco, CA 94108
- 650 E Tahquitz Drive Suite 2
- Palm Springs, CA 92262