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.