The objective of each strategy is to provide disciplined and diversified exposure to a variety of asset classes that are consistent with an investor’s risk profile and investment time horizon. Our investment management clients receive the following benefits:Īvista’s five risk-based asset allocation portfolios invest primarily in asset allocation funds from Dimensional Fund Advisors (DFA) and Exchange Traded Funds (ETFs) from iShares, Vanguard, State Street Global. American Funds Developing World Growth and Income Fund. American Funds Developing World Growth and Income Fund Class R-3. Avista’s investment goal is to deliver consistently above-benchmark returns with controlled levels of risk. BlackRock Sustainable Emerging Markets Equity Fund Class K. Each of our investment portfolios provides broad exposure to equities and fixed income, as well as smaller allocations to alternative asset classes like real estate, commodities and natural resources. DFA Emerging Markets Portfolio - Institutional Class Release Date 03-31-23. We believe that a globally diversified investment strategy increases portfolio returns while minimizing downside risk. As an Advisor, Avista adheres to stricter standards of fiduciary responsibility than is required of a typical Stock Broker ( The Difference between Investment Advisors and Stockbrokers). Our goal is to be a trusted financial advisor that fully understands each of our clients’ needs and recognizes their unique investment objectives and tolerance for risk. Small Cap Portfolio Institutional Class + Add to watchlist DFSTX Actions Price (USD) 42.71 Today's. Avista is an independent investment company and is not affiliated with any major brokerage house, giving us the freedom and objectivity to survey a wider universe of investment vehicles that our most advantageous for our clients. Small Cap Portfolio Institutional Class, DFSTX summary - FT.com Funds DFA U.S. Clearing and custody services are provided by Pershing, Folio Institutional, and Mid Atlantic Trust Company. Overview Mutual Fund Screener Sectors DFEMX U.S.: Nasdaq DFA Emerging Markets Portfolio Institutional Watch list Last Updated: 27.52 -0.14 -0. Avista Financial Network, Inc (dba Avista Wealth Management) is a Registered Investment Advisor in Illinois offering a full suite of asset management solutions for private clients and businesses.
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