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Dimensional Fund Advisors: Who Are They and Why Should Investors Care?

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Dimensional Fund Advisors could be the largest investment manager that is unknown to the public. Find out more about our best kept secret!

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Dimensional Fund Advisors is perhaps the largest investment manager that is unknown to the general public. Despite this, Copper Leaf Financial uses Dimensional funds in many client portfolios. Now is your chance to find out why and ask questions about one of our best kept secrets!

Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes back investment expert Apollo D. Lupescu, PhD, a highly regarded speaker and Vice President from Dimensional Fund Advisors. Apollo has the unique ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors of all levels. He will share with us who this company is, where it came from, and why it is so relatively unknown by individual investors. Apollo will help us learn about the close affiliations with some of the best-known academics in the field of finance and some of the world's best known academic institutions.

Specifically, we will cover:

  • The history of index investing and Dimensional’s pivotal role in the growth of low-cost evidence-based investing and the index investing trend.
  • ESG (environmental, social, governance) investing and how Dimensional has become a leader in this fast-growing investment sector!
  • The latest trends in ETF (exchange-traded fund) investing and Dimensional's innovative approach to this low-cost option.

More about Apollo D. Lupescu, PhD:

Apollo is currently Dimensional’s “secretary of explaining stuff.” In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events. Prior to joining Dimensional, Apollo served in a variety of roles with the US Department of State, from which he formed his own consulting firm, Apollo Consulting Group. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. Apollo received his PhD in economics and finance from UCSB and holds a BA from Michigan State University, where he competed in and coached water polo.

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Organizer Michael Thompson, Copper Leaf Financial

Organizer of Dimensional Fund Advisors: Who Are They and Why Should Investors Care?

Michael is a senior wealth advisor with 20 years of experience helping clients achieve their financial goals. He holds the AIFC (Accredited Investment Fiduciary®) designation, AEP® (Accredited Estate Planner), and is a Chartered Advisor in Philanthropy (CAP®).

Copper Leaf Financial is a fee-only, fiduciary financial advisor firm with offices in the Burlington and Rutland Vermont marketplaces.

 

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