We believe that your investment strategy should be as focused as your financial plan. That’s why we follow an empirical, consistent approach and concentrate on factors we can control:
Broad diversification
Reduce your level of risk when investing with a broadly diversified, global portfolio. Missing out on just a small portion of top-performing stocks has shown to hurt investors’ returns significantly. Diversification can help protect your portfolio against market turbulence and boost your odds of holding the strongest performers in the market.
Research-driven
We focus on applying academic research to investing, based on the behavior of financial markets. Our investment approach was developed using our resources and the research of three Nobel Prize winners in Economics.1 We have an established Investment Committee whose members provide valuable insights on our philosophy, strategies and research function, bringing decades of professional experience in investment management and the financial markets.
Tax-efficient
Keep more of what you earn. Taxes can eat away at your investment returns. Effective asset allocation, tax-loss harvesting strategies and a low-turnover approach can help maximize your bottom line. We also help you manage portfolio risk by proactively monitoring your investments to identify rebalancing opportunities.
Low-cost
We focus on applying academic research to investing, based on the behavior of financial markets. Our investment approach was developed using our resources and the research of three Nobel Prize winners in Economics.2 We have an established Investment Committee whose members provide valuable insights on our philosophy, strategies and research function, bringing decades of professional experience in investment management and the financial markets.3
- Robert Merton, 1997 Nobel Laureate in Economics, provides consulting services to Dimensional Fund Advisors LP. Eugene Fama, 2013 Nobel Laureate in Economics, is a member of the Board of Directors of the general partner of, and provides consulting services to, Dimensional Fund Advisors LP. Myron Scholes, 1997 Nobel Laureate in Economics, is an independent director of the Dimensional US Mutual Fund Board. The Dimensional Mutual Fund Board refers to the DFA Investment Trust Company, DFA Investment Dimensions Group Inc., Dimensional Investment Group Inc., and Dimensional Emerging Markets Value Fund Inc. Dimensional is an Austin-based asset manager whose philosophy and mutual funds are a cornerstone of our investment approach. Wipfli Financial and Dimensional are not affiliated.
- Kinnel, Russel. How Expense Ratios and Star Ratings Predict Success. (Aug 2010). Morningstar® FundInvestor. https://www.morningstar.com/articles/347327/how-expense-ratios-and-star-ratings-predict-success
- Methodology: The ‘average of its peers’ is calculated by taking the average 2019 OER for each Morningstar Category Average represented in Wipfli Financial’s 100% equity portfolio and weights according to the Wipfli Financial allocation in each asset class.
