Santa Monica, CA   

Founded in 1981 

More than $159 billion
in assets under
management

Assabet Advisors is one of a select group of fee-only advisors approved by Dimensional Fund 
Advisors for the distribution of their funds. We believe this is a significant added value for our clients.  

We receive no compensation of any kind from Dimensional.  

Our enthusiasm for Dimensional starts with our agreement with their beliefs that:   

• Markets are generally efficient
• Risk and return are related
• Diversification is key as the antidote to uncertainty
• Asset allocation principally determines results in a broadlydiversified portfolio.

Basing their work on ongoing academic research, Dimensional has developed asset class strategies designed to deliver the performance of the target asset class but with an objective of achieving an additional 100-200 basis points over conventional market benchmarks.

Through trading strategies and portfolio engineering, Dimensional minimizes transaction costs and enhances returns.

These strategies allow the advisor to implement asset allocation plans which aim at capturing the individual risk and return requirements of the client.  At the same time, they tend to be an improvement on both active and passive management in terms of cost and performance.

Click here to go to the Dimensional Fund Advisors web site.