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Barron's Cover - A Different Dimension

Written by Jerrold "Lex" Grecu, CFA, CFP(r) on 08 January 2014.

Dimensional Fund Advisors (DFA) is getting a lot of attention these days!  This week's issue of Barron's has DFA on the cover and states "Using an investment strategy built around the pioneering work of Nobel Prize-winning economist Eugene Fama, Dimensional Fund Advisors has delivered astounding results."  We would have included the article but you need a subscription to Barron's to access it.

At Grecu Capital Management, Inc. we're proud to say that we weren't late to the party.  We've held the majority of our client assets in DFA funds for almost a decade.  Back in 2002, when I founded Grecu Capital Management, DFA managed $36 billion in assets.  Today, just 12 years later, they manage over $300 Billion.  This amazing growth came during one of the worst economic backdrops in over 80 years and while restricting the investment public from purchasing their funds.  DFA funds, as many of you know, can only be bought by institutional clients and a very select group of Investment Advisors including Grecu Capital Management, Inc.

It was our belief 10 years ago, and it remains our belief today, that DFA provides the best tools for engineering low-cost and thoughtfully diversified global portfolios for both our private wealth and retirement plan clients.  DFA is no longer a secret and we hope with your help Grecu Capital Management will join them in the spotlight. If you have any friends, family or colleagues that you think might benefit from working with us and having access to superior investment tools, we would greatly appreciate your thoughtful referral in 2014.  Grecu Capital Management's services are best suited for those with $1 million or more to invest.