Research and experience has proven to us that a widely diversified portfolio is the client’s best assurance of maintaining wealth, growing assets, and obtaining financial goals.
Fund diversity is achieved in seven major portfolios. As of 12/31/2017 each one featured:
• 17,705 unique holdings
• 21 distinct asset categories
• Funds from 45 countries
Hanley & Associates, LLC as a Registered Investment Advisory Firm works with Matson Money Inc. (Formerly Abundance Technologies) located in Mason, OH. All of our client plans are based on Matson’s Asset Allocation, a disciplined approach to lifelong investing used by investors across the U.S. with more than $8.7 billion in assets as of 12/31/2017. Many assets are invested in mutual funds through Dimensional Fund Advisors (DFA). Since 1981, Dimensional Fund Advisors has used a comprehensive analysis of stock prices worldwide to solidify its investment strategy and set new standards for portfolio design.
Hanley & Associates, LLC also supports the strategy and philosophy of Free Market Funds. When our clients invest in Dimensional Fund Advisors (DFA) funds through Matson Money, Inc.’s Asset Allocation program, DFA uses a new model of investing that avoids speculation and relies on the science of capital markets. Decades of research are behind the state-of-the-art portfolio designs that Matson Money and DFA employ.