November 2015

Here at Legacy Financial Group we have always been proponents of academic based investing.  Our goal is to design portfolios based on what we know from academic research and empirical data about how markets work and where returns comes from.  As a result of this philosophy we have used mutual funds from Dimensional Fund Advisors (DFA) as the core of most of our portfolios.  They have a long history and strong foundation in building investment vehicles that maximize the use of our knowledge of financial markets.  Below is a video highlighting the academic pedigree of DFA and some of the key academic finding that are incorporated into all their funds.