Our evidence-based approach focuses on the things we can control.
Lighthouse is part of a select group of investment advisors approved by Dimensional Fund Advisors (DFA), portfolio managers specializing in research-based mutual funds. Lighthouse has full access to Dimensional’s researchers, academics, and portfolio professionals, gaining insight and inspiration from their work.
We’ll take a quantitative approach to pinpoint your Risk Number by going through a series of objective exercises based on actual dollar amounts. The first step is to answer a 5-minute questionnaire covering topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. The Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Try it now!
(If you would like us to contact you after completing the questionnaire, please include your phone number. If not, feel free to skip that part.)