FYI: Sure, this 10-points-out-of-10-possible-points is a system created by the prestigious, Dimensional Fund Advisors, of whose philosophy we align ourselves. And yes, it may be a little biased to measure our company against a standard of which we already agree. But we’re proud of that standard. And we’re even more proud to meet it.
DFA has etched in stone the “10 Attributes of Great Financial Advisors” This talisman marks the individual characteristics that a client should expect of their advisor. Because, in the end, we’re advisors; we’re here to help YOU make an informed decision while WE take care of the rest.
Let’s see how we measure up.
Regards,
Ted
https://assetbuilder.com/knowledge-center/articles/yep-were-a-1010-company
