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.

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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.

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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.

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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.

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Our portfolios

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