The Investment Journey

Please join Dimensional’s Aaron Alley, CFP ®, Senior Manager and Vice President of Conference Strategy in Dimensional’s Global Client Group, in this upcoming webinar. Register to attend this webinar if you’d like to know more about the investment process and why we favor Dimensional funds over index funds. The presentation highlights the vital role advisors play in the investment process and shows how practicing broad diversification, applying discipline through market cycles, and focusing on other controllable factors can increase the odds of having a positive investment experience.

Date: March 9th, 2021
Time:
12 Noon (CT)
Duration: 1 hour

Learn more about Aaron Alley:

As Senior Manager and Vice President of Conference Strategy in Dimensional’s Global Client Group, Aaron Alley oversees the firm’s US conference strategy. In this role, he helps develop the strategy on advisor education, conference content, speaker training, and industry event participation.

Before joining Dimensional, Aaron was a financial advisor at Morgan Stanley Smith Barney in Los Angeles. Prior to becoming an advisor, he was an assistant vice president and analyst at Citigroup Private Bank, providing clients with investment strategies and tailored credit solutions. A CFP® professional, Aaron earned his MS in strategic communication from Columbia University in the City of New York and his BA in economics from the University of Illinois at Urbana-Champaign.

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