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Asset Management

Disciplined Investments provides professional money management for select clients. Committed to helping each client have a successful investment experience, we structure custom portfolios for each investor’s unique risk tolerance, objectives, life circumstances, and outside holdings.

In harmony with efficient markets and the latest academic research, Disciplined Investments avoids the speculative pursuits of investing. We choose to attend to the most significant determinants of portfolio returns: costs, tax-efficiency, and asset class exposure. This uncommon approach requires discipline to make rational rather than emotional investment decisions. It also requires a commitment to educate our clients rather than convince them of our superior investment foresight.

We have gained access to a discriminating institutional fund family espousing these tenants, Dimensional Fund Advisors (DFA). Founded in 1981 and operated by some of the nation's most highly regarded financial economists, DFA has over $100 billion under management and is at the forefront of integrating academic research, investment strategies, and investor implementation.

Fees for asset management may be charged based upon assets under management or an annual retainer. To maintain objectivity, we never collect commissions from the securities we recommend.