Info

At Academic Wealth Management, we focus on asset allocation, broad asset class diversification and investments in low transaction cost, passively managed mutual funds. Academic Wealth Management is among a selected group of investment advisors authorized to place our clients' funds with Dimensional Fund Advisors (DFA), which manages over $58 billion of institutional funds for corporations, pension and profit sharing plans, charitable organizations, labor unions and governmental entities. We understand the positive relationship between low transaction costs and portfolio returns. Our clients are committed to capital preservation and long-term performance. And so are we.