OUR PORTFOLIO MANAGERS

While GH PWM, Inc. has access to most foreign and domestic fund managers through our custodian, our primary manager is Dimensional Fund Advisors for our HNW and HENRY clients.  We utilize a robo-advisor for our clients with smaller portfolios. 

 

Dimensional Fund Advisors

 
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Dimensional is a global investment firm that has been serving investors for more than 35 years.  They have forged deep working relationships with leading financial economists including Eugene Fama, Kenneth French and Robert Merton who work closely with Portfolio Management, Trading and Research teams in addition to serving on their Investment Research Committee.

 
GLOBAL INVESTMENTS

 

Dimensional’s portfolio management and trading desks are located across the US, Europe and Asia Pacific, enabling them to cover global markets and manage strategies on a continual basis.

 
GHPWM INVESTMENT SOLUTIONS

 

Dimensional offers investment solutions across asset classes, including global equities, fixed income and REIT’s. They manage $577 billion for investors worldwide.