Financial Planning + Investing

Let us explain the basics of planning and investing in a way that makes sense. Find out how we build financial plans and investment strategies custom-tailored to your goals.

How We Design Portfolios

Kenneth French explains the key objectives that shape Dimensional’s approach to portfolio design.

Getting The Right Answer, Not Defending the Wrong One

Eugene Fama and Kenneth French describe how the academic model has shaped Dimensional’s ideas, culture, and investment process.

Corporate Governance

Kenneth French and Eugene Fama discuss the importance of corporate governance and how it impacts Dimensional’s investment process.

Magnate Wealth

is here to turn your

dreams into a reality.

Investment Advisory services offered through Magnate Advisory Services, LLC, a Registered Investment Adviser. Securities and Investment Advisory services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Magnate Advisory Services, LLC, Magnate Wealth Management, LLC and Silver Oak Securities, Inc. are separate entities.