Advisors’ Picks – Micki Naal

Advisors’ Picks: Micki Naal

Working at Mack Financial means being a part of an elite firm. It is a pleasure knowing I am providing our clients with solutions using premier resources. Being able to offer portfolios using DFA funds give my clients a competitive advantage that they cannot get from most other advisors. Besides a Stewardship grade of “A” from Morningstar, Dimensional Fund Advisor uses a conservative investment approach based on academic research and avoids the risky style of trying to forecast the future. The benefit to our clients are competitive returns at competitive prices. The culture and values at Mack Financial match my own and it feels great to be on this winning team.

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