The Portfolio Advisory Services Account offers professional investment management designed to help you to reach your goals, whether you're planning for retirement or looking to grow and protect your wealth.Weighting your portfolio toward small-cap and value funds to potentially increase expected returns.

Customizing your portfolio to your goals and risk tolerance, and working with you over the long term to ensure your portfolio stays aligned to your changing needs.

Portfolio Advisory Services is a fee-based investment program designed to help you capture market returns and pursue your long-term investment goals. It offers a wide range of asset allocation portfolios strategically built to help accomplish your particular investment objectives.Portfolio Advisory Services uses low-cost institutional asset-class mutual funds, provided primarily by Dimensional Fund Advisors and selected by the Investment Committee, to build broadly diversified portfolios that incorporate fixed income to help manage risk.

Key Features