Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
CLA Wealth Advisors Expands Investment Solutions With Dimensional
Minneapolis — June 6, 2014 — CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors) is pleased to announce the expansion of its investment platform for individuals and institutions by forming a relationship with Dimensional Fund Advisors (Dimensional), a leading global investment firm with 11 offices and 700 employees in more than 25 countries.
Broadening its portfolio offerings builds on CLA Wealth Advisors’ commitment to delivering goals-based financial plannning and wealth management services. Dimensional is one more asset manager in a robust, customizable, and competitive suite of solutions designed to help clients reduce money anxiety and stay on course to their dreams.
"Dimensional is an excellent fit for our practice. We share common investment philosophies," says Tony Hallada, CEO of CLA Wealth Advisors. "Dimensional is a respected firm deeply rooted in research, academia, tax efficiencies, and low expenses."
Shaped by more than four decades of groundbreaking academic research, the firm has deep working relationships with leading financial economists, including world-renowned scholar and Nobel laureate Eugene Fama, and Dartmouth College professor of finance Ken French. Guided by a strong belief in markets, Dimensional helps investors pursue higher returns in a cost-effective and tax-efficient manner.
Dimensional’s diverse family of funds is only sold through a select group of registered investor advisors. The decision to engage Dimensional supports CLA Wealth Advisors’ focus on meeting the needs of all its clients, whether they’re looking to grow assets, create sustainable income, or preserve wealth. As an investment boutique, CLA Wealth Advisors is also striving to provide accredited investors with competitive private offerings that are typically only available to the ultra-wealthy and large institutions.
About CliftonLarsonAllen Wealth Advisors, LLC
CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors), an SEC-registered investment advisor, offers private wealth advisory services, including wealth management and investment planning; financial and retirement planning; estate, gift, and income tax planning; divorce financial planning; business succession planning; sell-side representation of mergers and acquisitions; insurance and risk management; employer-sponsored benefit plan design, compliance, and consulting; and investment consulting for endowments and foundations. The national wealth advisory practice consists of approximately 100 professionals who advise or consult on roughly $3.5 billion in total client assets. According to Accounting Today’s 2013 "Wealth Magnets" report, CLA Wealth Advisors is ranked sixth in the billion dollar club based on assets under management (AUM). This publication reviews wealth managers affiliated with CPA firms.
CliftonLarsonAllen Wealth Advisors, LLC is a wholly owned subsidiary of CliftonLarsonAllen LLP. For more information visit CLAconnect.com/privateclient.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at www.dimensional.com. Dimensional funds are distributed by DFA Securities LLC.
CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our professionals are immersed in the industries they serve and have deep knowledge of their operating and regulatory environments. With more than 5,000 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of services to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.