Recently, at 34, Adam Birenbaum has gone from having just one newly rich Facebook employee as a client to nearly 40 on his roster with another 60 expected within the next few months. They are turning to Adam and his firm because he’s an independent advisor providing access to choices such as Dimensional Funds Advisors (DFA) evidence based investing.
“In a nutshell, these folks are super smart, they don’t accept conventional wisdom at its face value, and they have the advantage of the Wall Street model being exposed for what it is.”
As one Facebook employee stated to Adam, ‘I’ve met with Goldman, Merrill and Morgan and no one has given me a reason to pay them a dime and you’ve just explained why I should pay you.’
If your HR department hasn’t looked into providing DFA fund investment choices, maybe they should. Or, maybe you should.
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