Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional's mutual funds are designed to meet the needs of professional investors, and the firm's resources are devoted to improving these strategies wherever possible.
Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Zimmerman Capital Management. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
Dimensional's investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the world's leading financial economists to develop and enhance its strategies.
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Their advanced technology platform, coupled with personal support from their dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. They provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job to help their clients with their financial goals.
TD Ameritrade is very committed to advocating on behalf of advisors and their clients on important issues. They understand the importance of being a fiduciary and strive to support RIAs in their efforts to serve their clients.
ASPire's focus is and has always been on providing the highest level of service with technology to ensure quality, accurate management of retirement plans. ASPire now services over 275,000 participants with more than $10 billion in recordkeeping assets. ASPire's platform was designed for the Internet - not adapted to it. Built using the most advanced technologies, the platform weaves the best attributes of industry technology into the fabric of its system, creating a new generation retirement plan platform that blends reliability, simplicity, and integrity.