IAA DFA Portfolios

IAA's standard allocation portfolio utilizing Dimensional Funds to capture returns worldwide.  Utilizing DFA funds, five portoflios are designed for use with various risk tolerances.  Advisors determine the best allocation and decide if a client is a proper fit.

IAA ETF Portfolios

An IAA allocation portfolio utilizing ETFs to capture returns worldwide.  Five portoflios are designed for use with various risk tolerances.  Advisors determine the best allocation and decide if a client is a proper fit.  ETF portfolios save clients some in transaction fees and the funds tend to be tax efficient.  

IAA NTF ETF Portfolios

Targerted to be the same expected returns as the the rest of the IAA portfolios but implemented the No Transaction Fee (NTF) ETFs offered at each custodian to fill the asset class exposures.   

IAA DFA-ETF Portfolios

A combination DFA Core funds with ancillary exposures attained with ETFs to target the factors desired. 

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​Corporate Address:

700 Kinderkamack Rd

Suite 200

Oradell, NJ 07649

© 2020 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. Most  services provided by IAA do not require registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Charles Schwab, Fidelity, TD Ameritrade, and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Bespoke Wealth Design, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies and wholly owned subsidiaries of Keeler Financial Services Holdings LLC.  Any information provided via forms on this site grant permission to contact you.