We are honored to be among a select group of approved advisors exclusively authorized to access Dimensional (DFA) funds. With its renowned financial research, and unique approach to passive investing, Dimensional is an important part of our passive equity strategy based on the science of capital markets.
Byron Financial does not take custody nor do we take possession of our clients’ funds. All client assets are held with our qualified independent custodian, Charles Schwab & Co., Inc. We partner with Schwab due to the company’s long history of financial strength, as well as its institutional platform and reputation of high-level client services.
For more information about the companies we partner with, please click on their logos below: