Building a Foundation with the Beacon DFA Portfolios
Beacon is always researching tomorrow's solutions today. We do this through deep working relationships with leading financial economists. By acting as a conduit between scientists and practicing investors, Beacon has pioneered the DFA Portfolios.

Dimensional Fund Advisors (DFA) has been developing and managing funds for more than twenty-five years. DFA's board of directors is like a Who's Who of U.S. financial research. It includes Kenneth French of Dartmouth, Roger Ibbotson of Yale, and Myron Scholes, the Nobel laureate in economics who teaches at Stanford. With over $85 billion under management, DFA develops and maintains the strictest value portfolios in markets throughout the world. As a result, investors achieve a more consistent portfolio structure.

The Beacon DFA Portfolios
The unique structure of the DFA Portfolios offers you an innovative investment program that leverages risk management, portfolio diversification, and value investing to help you build a solid investment foundation.

• Diversification that incorporates up to eight different funds within one account. Each DFA Portfolio utilizes multiple funds representing specific asset classes, sizes and geographic locations.
• Value investing helps you achieve specific financial objectives while managing risk.

Did You Know?
With the Beacon DFA Portfolios, you don't have to open many different accounts with multiple fund companies to obtain the diversification you need to achieve your long-term goals - DFA does it all for you with one account. You simply choose the DFA Portfolio that meets your objectives. Each DFA Portfolio diversifies your investment among multiple asset classes. You will have our advisors with you every step of the way, who will help you manage risk and achieve specific long-term goals.

The DFA Solution
Five portfolios, each designed to achieve specific investment goals. The DFA Portfolios offer diversification and active asset allocation strategies designed to help manage risk while pursuing long-term financial goals.

Strategy	Objective	Long-Term Target Allocation
DFA Conservative Portfolio	Seeks to achieve a moderate total rate of return through low capital appreciation and reinvestment of a high level of current income.	20% Stocks 75% Bonds 5% Money Market
DFA Moderate Portfolio	Seeks to achieve a moderate, long-term capital appreciation with high current income, while recognizing the possibility of moderate fluctuations in year-to-year market values.	40% Stocks 55% bonds 5% Money Market
DFA Balanced Portfolio	Seeks to achieve a moderate level of current income and, over time, above average capital appreciation with moderate risk.	60% Stocks 35% Bonds 5% Money Market
DFA Growth Portfolio	Seeks to achieve a high, long-term capital appreciation with low current income, while recognizing the possibility of substantial fluctuations in year-to-year market value.	80% Stocks 15% Bonds 5% Money Market
DFA Aggressive Portfolio	Seeks to achieve high, long-term capital appreciation, while recognizing the possibility of high fluctuations in year-to-year market values.	95% Stocks 0% Bonds 5% Money Market

- Learn about our company
- Review our Investment Strategy
- See how our DFA Portfolio can help your investment plan