To create and maintain a robust suite of collaborative CIO services for DFA advisors designed to reinforce advisor confidence and increase practice profitability.
We believe the wisdom, tools and experience gathered over more than 40 years will support advisors’ confidence with clients and thought leadership within their firms. Our collaborative support will augment confidence, consistency and efficiency to enhance practice profitability.
President
Mr. Sanders has over forty years’ experience in the financial services industry. For the first half of his career, he worked with several regional investment firms overseeing trading, research and groups of advisors. From 1999 through 2017, Sanders worked with Dale K. Ehrhart, Inc. a national Registered Investment Advisory firm and provided consultative support for a variety of firms whose investment philosophy is consistent with Dimensional Fund Advisors. He served as President and CIO of DKE from 2003 through 2017. His collaboration and support has been credited with helping advisor practices to significantly increase their assets under management and practice profitability. He has successfully mentored and supported advisors in adoption of the”Client Consultative Model™ taught by CEG Worldwide, which has been proven highly effective as an instrument for enhancing client engagement, practice growth and profitability.
Mr. Sanders is a graduate of Duke University with a B.A in English and lives with his 3 daughters in Sarasota, Florida. He enjoys golf, cooking and sailing on the lovely West Coast of Florida.
When we started working with Byron in 2010, we managed just over $25 million in assets. We now manage north of $130 million. His strong understanding of client relationships and how to develop them has been invaluable to the growth of our practice.
Byron brings a wealth of perspective in so many areas, including differentiating our services from competitors, speaking our value with clients, portfolio design, tax mitigation strategies, development of written and video communications with clients, assessments of market conditions and how to lead our clients and team, just to name few. Our team and even many of our clients know Byron by name due to his key contributions to their success through the years.
Byron has been a strong member of our team for more than 15 years. We have found his counsel and knowledge to be of tremendous value. His long and varied experience in the financial industry has repeatedly brought a unique perspective to not only client engagements but also to the growth and profitability of our practice. Our business has expanded many times over because of Byron’s counsel.
We’ve been colleagues of Byron’s for more than 6 years. His consulting input and friendship have made the relationship not only pleasurable but also productive. We have found his deep background and experience provides a frame of reference for client interaction that effectively supplements and supports our efforts.
I have known Byron for more than a dozen years and found him to be a consistent and reliable source of input that has helped to shape numerous strategic decisions concerning practice management and client development. As business colleagues for roughly 6 years, his support as a consultant is a constant we have relied upon as a strong member of our team. His depth of experience within the industry has repeatedly offered unique insights that would not have been available without his counsel. During our association Smart Investor’s assets under management increased from $180 million to more than $300 million.
We’ve worked with Byron for over 10 years and have found him to be a consistent and reliable source of guidance for developing prospects into clients. His long experience in the industry and his varied background have provided unique insight to effectively address numerous unforeseen client questions and situations…in local terms, “He’s just a real Badass!”
