This Weeks’ Around The World comes to you from Austin Texas. I’m not here because it’s the live music capital of the world or because summer has already arrived in the Lone Star State. Those are good reasons for sure, but the fact is, I’m here because of you! Managing your money requires ensuring you have the very best Wealth Management companies working in your portfolio. One of these companies we have been looking at is Dimensional. A $750 Billion firm with over 35 years years of investment experience. Their factor-driven approach is one that I have been conducting my due diligence on for the past year and understanding how they manage wealth and how it can benefit you is why I’m here.
When I’m back there’s still a post-conference de-brief to go through, but I look forward to speaking with you about Dimensional, what they do, how they do it and what it means for you. I know the money you have entrusted us with represents years of hard work and sacrifice and ensuring it receives the best care is our highest commitment to you.
After 25 years in this industry, the most important thing to me is my relationship with you. So in keeping with this and for your business over the years let me extend a great big Texas “thanks y’all”!