Join hosts Rob McClelland and Mike Connon of Assante Capital Management as they mark the 20th anniversary of their partnership with Dimensional Fund Advisors. In this episode of Think Smart with TMFG, they reflect on the transformative journey that began two decades ago at a pivotal conference in Dallas, Texas.
Discover how their shift from active management and high-fee investment solutions to DFA’s innovative, cost-effective approach has not only revolutionized their own investment strategies but also enhanced client outcomes. Explore the key values and strategies that have driven their success—tremendous diversification, value investing, and small-cap exposure.
Learn how embracing DFA’s solutions has led to improved financial plans, lower fees, and better client returns, alongside a strong commitment to continuous innovation and adherence to best practices—all while maintaining independence and avoiding conflicts of interest.
