As you know, our client portfolios are built around Dimensional Fund Advisors (DFA) mutual funds. Dimensional and its Chairman/co-CEO David Booth were featured in an article in the January/February issue of Money magazine.
Effective January 1, 2019: Lamia Financial Group has joined Forum Financial Management, LP.
Chris, Jeff, Juan, and David have become advisors of Forum, and we will be working with each client to seamlessly transition management of your portfolios to Forum.
Learn more about Forum at www.forumfin.com.