Troika and DFA

Dimensional Fund Advisors (DFA) is a leader in developing asset class portfolios for institutional investors and independent investment advisors. DFA’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 Troika Capital Advisors. 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.

DFA’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.  DFA’s directors include multiple Nobel Laureates in the field of economics.

DFA applies academic research to the practical world of investing.  Troika utilizes DFA strategies to build portfolios with higher expected returns and more focused implementation than traditional index portfolios.

Troika does not accept payments from DFA or from any other recommended investments.  Troika has a fiduciary duty to our clients and is exclusively paid by those clients for ongoing advice about the optimal wealth management of their assets.

Visit the Dimensional Fund Advisors website.