We are proud to offer all value-added institutional investment strategies through Dimensional Fund Advisors. Dimensional is a financial consulting firm that works with a roster of institutional clients as well as a select group of independent financial advisors. Our relationship with Dimensional allows us to bring institutional-class asset management solutions to our clients — a level of service that has generally only been available to large corporations and the wealthiest families. Dimensional requires a minimum $2,000,000 per fund per investor for access to their institutional mutual funds. This requirement is waived for clients of TWRU Private Wealth Management.
The resources at Dimensional share our commitment to basing investment decisions on well-researched economic principles. They apply research from numerous affiliations with leading academicians to the practical world of investing, allowing our clients to implement structured strategies that are at the leading edge of financial market research.
We are proud to partner with Thomas, Wilson, Ragusa, Uffman & Co., CPA’s, a local accounting firm specializing in personal and business income taxation, retirement plan design and third-party administration, and small business consulting. The partnership with TWRU provides our clients with access to experienced and knowledgeable professionals in vital areas of wealth management: asset protection, charitable giving, income tax and retirement planning.
While we rely on Dimensional Fund Advisors for investment management solutions and Charles Schwab for world-class custody and reporting services, the advice we give our clients is always our own.