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DFA Approved
Lexington is proud to be a Dimensional Fund Advisor (DFA) approved advisor. As such, we typically advise clients to utilize DFA's institutional index mutual funds substantially in their portfolios.
While we also use ETFs and other low cost index funds, we believe that Dimensional's funds are often the best-of-class. As a fee-only advisor, we never receive any compensation from an investment product. *
Our Process
We develop customized plans to control risk, minimize stress and help you reach your financial goals. We strive to invest over the long-term to access the powerful returns of the stock and bond markets as safely as possible through global diversification.
The safety of investment returns increases dramatically over periods of five, ten and twenty years. Whether you are saving for college, retirement, your children or your children's children, there is no need to take excessive risk.
We provide transparency in everything we do, working with top mutual fund companies and a leading custodian. Clients have complete access to their accounts at all times.
- Long-term investment approach with passive products
- Collaborative fact-finding and analysis of current position
- Develop realistic expectations and set specific goals
- Determine risk parameters
- Implement the new portfolio with careful trading, tax efficiency and low cost solutions
Our Services
- Review of existing portfolios
- Development of partial or full financial plans
- Risk management analysis
- Retirement plans including IRAs and 401-ks
- College savings
- Fixed income and guaranteed products
- Trust and estate management and investing
- Asset reallocation
- Tax minimization
Find out why Warren Buffet, William Sharpe and Peter Lynch recommend low cost index funds.
Warren Buffet: "The best way in my view is to just buy a low-cost index fund and keep buying it regularly over time, because you'll be buying into a wonderful industry, which in effect is all of American industry"
Peter Lynch: "All the time and effort that people devote to picking the right fund, the hot hand, the great manager, have in most cases led to no advantage."
William F. Sharpe, 1990 Nobel Laureate:"After costs, the return on the average actively managed dollar will be less than the return on the average passively managed dollar for any time period."
Burton G. Malkiel, "A Random Walk down Wall Street": "A blindfolded chimpanzee throwing darts at the Wall Street Journal could select a portfolio that would do as well as experts."
John C. Bogle, Sr., Former Chairman & Founder, The Vanguard Group: "I do not believe that they (investment advisors) can identify, in advance, the top-performing managers - no one can! - and I'd avoid those who claim they can do so."
Jonathan Clements, Columnist, Wall Street Journal: "I believe the search for top-performing stock funds is an intellectually discredited exercise that will come to be viewed as one of the great financial follies of the late 20th century."
Click here to discover why DFA is the Smart Choice
* Although this is not a solicitation that you purchase or invest in DFA funds, which may only be done by prospectus, and although past performance is not indicative of future returns and many advisors have different opinions, it is good to know that over 1,000 US Investment Advisors rated Dimensional as the best overall company in the US fund management industry 3 years in a in a row. Download the latest survey - click to see attached report.