Poinciana Group -- Selected Articles

Selected Articles

Following is a sampling of articles we make available to clients seeking additional reading material on investment topics of interest to them.

This Issue Brief describes the structural and regulatory features designed to benefit mutual fund investors. It includes a brief description of the relationship between shareholders, advisors, custodians, and Dimensional.

Poinciana’s Client Experience

Explore. Relationship-building forms the base. Who are you and what are your goals?
Plan. Your wealth strategy comes next. How can you realistically achieve your goals?
Build. Your unique investment portfolio is devised according to plan. What tools are needed?
Control. We select investments to optimize factors you can expect to control (such as asset allocation and costs) and minimize those you can’t (such as stock selection or market timing).
Manage. We continue to monitor you and your portfolio, providing reports and advice to help you remain on course — or make prudent adjustments when appropriate.