To provide our clients with additional resources and services, Werba Rubin Wealth Management works with a select number of partners, including Loring Ward and Dimensional Fund Advisors.
Dimensional Fund Advisors Dimensional Fund Advisors (DFA) is one of the largest independently owned institutional investment management firms in the world. DFA was founded in 1981 and currently manages more than $164 billion of investment assets exclusively for institutional investors and the clients of registered financial advisors. The primary mission of DFA is to deliver the performance of capital markets and increase returns potential through state-of-the-art portfolio design and trading.
Loring Ward Loring Ward (formerly known as Reinhardt Werba Bowen or RWB) was founded in the mid 1970s and introduced fee-based asset allocation services in 1990. Loring Ward provides portfolio management and back office services to a select group of America’s most knowledgeable and successful independent financial advisors and their clients.