Simple, Powerful Investing with Dimensional Funds

We provide a simple, powerful way to invest.

Our low-cost, tax-efficient and globally diversified portfolios hone in specifically on securities with higher expected returns. We build Orion Portfolios exclusively with funds managed by Dimensional Fund Advisors.


Getting started with us is easy and hassle-free.

We can have your portfolio up and running in a few short steps. We’ll walk you quickly through the set-up process and can normally have your account open in 24 to 48 hours.


Our five core portfolios use Dimensional funds exclusively.

Our portfolios are low-cost, tax-efficient and globally diversified. The component funds of Orion Portfolios rest on a foundation of Dimensional’s rigorous study of markets for more than 30 years.


Nobel Prize-winning financial research underpins Dimensional’s strategies.

We construct Orion Portfolios using 100% Dimensional Fund Advisor (DFA) funds. We believe DFA funds offer the investor the best value proposition in the investment industry.


Our portfolios

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