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The Theory of Diversification

Maxwell Locke & Ritter logoMaxwell Locke & Ritter - www.mlrpc.com
Locally owned and managed, Maxwell Locke & Ritter is the largest local accounting, tax and consulting firm in the Greater Austin Area with offices in downtown Austin and Round Rock. ML&R Wealth Management is a wholly owned subsidiary of Maxwell Locke & Ritter.

 

The BAM Alliance logoThe BAM Alliance - www.thebamalliance.com
ML&R Wealth Management is a member of the BAM Alliance, a community of more than 140 independent wealth management firms located throughout the U.S. Started in 1997, the BAM ALLIANCE has more than 15,000 investors at independent wealth management firms across the country, representing more than $26 billion of collective assets as of June 30, 2015.

 

Dimensional Fund Advisors logoDimensional Fund Advisors - www.dfaus.com
Dimensional Fund Advisors translates our passive asset class investment approach into an array of mutual funds, each of which is rigorously designed to capture a particular "dimension" or asset class within a globally diversified portfolio. Dimensional is a highly-respected institutional investment management firm with $40 billion in assets under management, as of June 30, 2015.

 


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