Broker Check

Results of Our 2017 Client Survey!

Results of Our 2017 Client Survey!

| August 26, 2017

Earlier this year we participated a comprehensive client survey program sponsored by Dimensional Fund Advisors. Sincere thanks to all who took the time to respond. The goal of the survey was to better understand what is most important about our relationship from your perspective and to get objective, anonymous feedback about the job we are doing for you. Our survey results were also compared to the results of almost 19,000 respondents from other independent advisory firms who use DFA funds in their core business model. This provided important insights regarding the services we are providing and how we are doing in delivering those services. The results were both helpful and encouraging, and we hope to continue to use this information to constantly elevate the value of the services we provide you.

Click the Attached file below to see some of the details of our survey results: