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Virtual Townhall: Dimensional Fund Advisors - Who Are They and Why Should Investors Care?

Dimensional Fund Advisors is perhaps the largest investment manager that is unknown to the general public. Despite this, Copper Leaf Financial uses Dimensional funds in many client portfolios. Now is your chance to find out why and ask questions about one of our best kept secrets! Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes back investment expert Apollo D. Lupescu, PhD, a highly regarded speaker and Vice President from Dimensional Fund Advisors. He will share with us who this company is, where it came from, and why it is so relatively unknown by individual investors. Apollo will help us learn about the close affiliations with some of the best-known academics in the field of finance and some of the world's best known academic institutions. More specifically, we will cover: - The history of index investing and Dimensional’s pivotal role in the growth of low-cost evidence-based investing and the index investing trend. - ESG (environmental, social, governance) investing and how Dimensional has become a leader in this fast-growing investment sector! - The latest trends in ETF (exchange-traded fund) investing and Dimensional's innovative approach to this low-cost option. This presentation and the information set forth herein was prepared for informational and discussion purposes only. Any reproduction or distribution of this presentation, in whole or in part, or the disclosure of its contents without the prior written consent of Copper Leaf Financial, LLC (“CLF”) is prohibited. The information provided herein is not intended to be a complete summary of all available data and includes opinions of CLF that are subject to change without notice. Certain information is based on third-party sources, which information, although believed to be accurate, has not been independently verified, and may be subject to change without notice to CLF, and no warranty is made with respect thereto. This presentation does not constitute an offer to sell or a solicitation of an offer to purchase securities, or any other product sponsored or advised by CLF or its affiliates, nor does it constitute an offer or a solicitation to otherwise provide investment advisory services. This is for information purposes and should not be construed as an investment recommendation. All investments involve risk and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Past performance is no guarantee of future performance. Copper Leaf Financial is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.