June 2018
A Formula for Success
Jeff Troutner
Equius Partners

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.

David Jones is the head of Financial Advisor Services in the UK and Europe.

Created with Sketch. David Booth Chairman and Co-CEO, Dimensional Fund Advisors “This investment philosophy is about more than returns—it’s about a great client experience that can really help people relax.”