Last Updated on October 25, 2022 by Connor Prendergast
In This Episode
Katie Hendrix and Shawn Jaberzadeh talk about how historically, it has been incredibly labor intensive for financial advisors to deliver bespoke investment management to their clients. Until recently, even large companies like Dimensional Fund Advisors (DFA) required a minimum account balance of $20 million for their separate managed account (SMA) offering.
However, advances in technology and a shift in demand from clients has led DFA to create a solution that is set to democratize SMAs for the average investor.
You can learn more about the new SMA solutions offered by DFA here. Or simply email firstname.lastname@example.org
Katie Hendrix is the Senior Researcher and Vice President at Dimensional Fund Advisors for the past 7 and a half years. Prior to her time at DFA, Katie worked at NERA Economic Consulting as an Associate where she developed analyses for securities class action litigation, then made the transition to Economic Analyst. She also worked as a Senior Consultant at Navigant Economics.
Shawn Jaberzadeh is the Vice President at Dimensional Fund Advisors and has been for the last 16 years. He has worked closely with RIAs in the Enterprise Group, which partners with the largest US-based national RIA and intermediary clients. He works with firms to address their most significant issues, from developing investment solutions to thinking through strategic business initiatives.