Saltmarsh Financial Advisors Hosts Redefining Investment Advice Event in Pensacolawith Weston Wellington of Dimensional Fund Advisors

1/25/2019 - By Nancy Patton

Gallery of 9 Pictures

Saltmarsh Financial Advisors was honored to welcome Weston Wellington, a Vice President of Dimensional Fund Advisors (DFA) as the featured guest speaker for the first of a series of educational investment-focused events the firm will host across the state of Florida.

In his presentation “Redefining Investment Advice”, Wellington guided the audience through cases when investment predictions went awry and how risky investment advice can impact returns. He focused on what financial research identifies as the best source of investment returns and how to put it to use. Wellington noted that Dimensional is not just a group of financial advisors, but instead the manufactures of materials that help guide financial advisors to build the framework that best serves their clients. 

“Our goal is to deliver a great client experience that can help people tune out the noise, stay focused on what they can control, and be comforted with the knowledge that their portfolio is built on a solid philosophical framework with a strong track record,” said Christina Doss, Managing Director of Saltmarsh Financial Advisors. “Saltmarsh is proud to offer our clients a low-cost, tax-efficient and principled investment offering through our partnership with Dimensional Fund Advisors.”

The second event in our series will feature Apollo Lupescu, PhD and “The Evolution of Investing” in Tampa, Florida on February 20, 2019. Learn more about this event.

 

 View the gallery above.

 

About Dimensional Fund Advisors
Dimensional Financial Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional helps investors pursue higher expected returns through advanced portfolio design and careful implementation. To learn more, visit dimensional.com.

About Saltmarsh Financial Advisors
Saltmarsh Financial Advisors, LLC is a financial planning and investment management service provider with decades of industry experience. We deliver cash-flow based financial planning and industry leading state-of-the-art portfolio design with investment philosophies based on Nobel Prize recognized academic research regarding capital markets and the science of investing to our clients. As a fee-only registered investment advisory firm, we receive no compensation from the funds we recommend.

Saltmarsh Financial Advisors is an affiliate of Saltmarsh, Cleaveland & Gund, one of the region’s leading accounting and consulting firms with offices in Orlando, Tampa, Pensacola, and Fort Walton Beach, Florida and Nashville, Tennessee. To learn more about us, please visit saltmarshfa.com or saltmarshcpa.com.


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