Exclusive Investments

We utilize institutional, asset-class mutual funds from fund companies including Dimensional Fund Advisors to construct the portfolio strategies for plan participants.

Unlike traditional retail mutual funds, these investment vehicles have one objective: to provide precise exposure to their target asset class. They also have significantly lower fees and turnover than comparable retail funds. And there are never any loads, 12b-1 fees or other unseemly sales charges associated with these funds.

These investment vehicles are used by some of the world’s largest corporations in the management of their retirement plans and ordinarily require a $2 million minimum per fund. Through the Green Wealth Management, these funds are available to you and to your plan participants.

To learn more about Dimensional Fund Advisors (DFA), click here.