This beautifully presented summary highlights the 10 steps required to adopt an investment approach like ours. Click the image above to see the PDF version of DFA’s latest piece, “Pursuing a Better Investment Experience.”

The benefits of Taking the long view manifest themselves in different ways for each new client of ours, but the overall story is similar every time. Things just seem more simple and transparent after we’ve had a chance to build an investment plan grounded in our evidence-based philosophy. We designed some visuals like the one below to help share the story. Visit the new Process page on our website to see for yourself.

Sometimes our clients come on board with a few bad habits learned from prior investment experiences. They may be focusing on events outside of their control, or they may have confused strategy and outcome (meaning they don’t recognize that their good returns were mere luck). In a recent video from AQR, founding principal John Liew draws a clear difference between good and bad investors. We love his definitions for each, and we’ll continue our work converting more people to good investors. Click here for the video.