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Strategic Relationships

Rockwood Wealth Management is proud to offer all value-added institutional investment strategies through some of the countries leading financial institutions, including Dimensional Fund Advisors.

• Dimensional is a financial consulting firm that works with a roster of institutional clients as well as a select group of independent financial advisors. Our relationship with Dimensional allows us to bring institutional-class asset management solutions to our clients -- a level of service that has generally only been available to large corporations and the wealthiest families. Dimensional shares our commitment to basing investment decisions on well-researched economic principles. Dimensional applies research from its numerous affiliations with leading academicians to the practical world of investing, allowing our clients to implement structured strategies that are at the leading edge of financial market research. DFA assists the Rockwood Wealth Management in helping clients structure globally diversified portfolios and to add value through engineering and trading. DFA currently has $82 billion in assets. While we rely on Dimensional to provide access to the latest research, the advice we offer our clients is always our own.
• Shareholders Service Group Supports high-end advisor practices by providing access to a comprehensive range of sophisticated Wealth Management resources, including custody and credit facilities.