Avantis Investors® was created to deliver value-added solutions at low fees. Avantis ETFs combine the aspects of indexing—low fees, broad diversification, and tax efficiency—with daily active oversight and holistic consideration of company valuations when selecting and weighting securities.
This website is intended for Institutional and Professional Investors, not Retail Investors.
Adam is a vice president, relationship director and investment specialist at Avantis Investors®. Prior to Avantis Investors' establishment in 2019, Adam served as vice president and regional director at Dimensional Fund Advisors (DFA). In this role, Adam was responsible for sales and distribution of mutual funds to independent financial advisors, maintaining and growing existing relationships and new relationship development.
Adam earned a bachelor of business administration from St. Edward's University. Adam is a CFA Charterholder and CPA. He holds Series 7 and 63 Licenses.
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