“There is no other God than Truth” – Mahatma Gandhi “Men at some time are masters of their fates. The fault, dear Brutus, is not in our stars, but in ourselves, that we are underlings.” ― William Shakespeare, Julius Caesar “The spirit of a people, its cultural level, its social structure, the deeds its policy …
The one most striking event that stands out since we added wealth management to our services is the discovery of and our access to Dimensional Fund Advisors (DFA), a firm I revere most in the investment management field. I respect them so much that virtually all of my own life savings is invested in their …
So much outstanding talent and an abundant of well-established firms out there in the investment management field, how one would go about selecting the right one that is an optimal fit. I recommend a Three C criterion to guide the selection process: Competency; Character; and Culture; and all three must be vigilantly and consistently guarded …