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  • “Do not follow where the path may lead. Go instead where there is no path and leave a trail.” ― Ralph Waldo Emerson

  • “The present is never our goal; the past and present are our means, the future alone is our goal.” -Blaise Pascal

  • “I have enough money to last me the rest of my life, unless I buy something.” ― Jackie Mason

  • “When somebody says it’s not about the money, it’s about the money.” ― H.L. Mencken

  • “Money is a great servant but a bad master.” ― Francis Bacon

  • “Whosoever desires constant success must change his conduct with the times.” –Niccolo Machiavelli (1532)

  • “You can be young without money, but you can't be old without it.” –Tennessee Williams

The Advantages of Investing like an Institutional Investor

Institutional asset class funds, once only available to large institutional investors are now available to investors who work with Registered Investment Advisors like Genesis Wealth Management, Inc.  Among the different types of asset classes available are:

  • U.S Large Cap Growth
  • U.S. Large Cap Value
  • U.S. Small Cap Value
  • U.S. Mid Cap Value
  • International Value
  • International Small Cap
  • Emerging Markets
  • Targeted Global Fixed Income
  • Global Real Estate Investment Trust

These institutional asset class funds have been put together by Dimensional Fund Advisors and are offered exclusively through investment advisory partners, such as Genesis Wealth Management, Inc. for their non-institutional clients. Investors in these asset class funds benefit from the same advantages of large institutional investors in several ways:

Lower Operating Expenses

Asset class funds operate at a fraction of the cost of most mutual funds and separately managed accounts. All other factors being equal, lower costs can potentially boost long-term investment performance.

Lower Turnover

Portfolio turnover can be costly because of transaction costs, commissions, spread-costs, and taxes, all of which are passed on to mutual fund shareholders, thereby reducing their total return.  Institutional asset class funds that adhere to a strict discipline can keep portfolio turnover to a minimum in order to reduce costs.

Consistently Maintained Market Segments

One of the challenges individual investors have with their asset allocation strategies is being able to maintain their target asset allocation. As portfolio values rise and fall, the asset allocation can move beyond the investor’s optimum target allocation that’s based on his or her investment profile, objectives, and risk tolerance. Institution asset class funds are required to stay fully invested in the specific asset class they represent.  

Diversification that Targets Higher Expected Returns

By maintaining target allocations across a broad range of asset classes, the institutional investor is able to capture potential returns whenever they might occur while emphasizing certain asset classes that have higher expected returns (i.e. Small Cap and Value).

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