Locust Lane Wealth Management is an investment advisory firm serving the investment needs of families, institutions and financial professionals.
As evidence-based investors, we construct and manage customized risk-appropriate investment portfolios based on Nobel Prize winning research. Our transparent approach is backed by decades of research.
To construct portfolios, Locust Lane mainly utilizes Dimensional Fund Advisors (DFA) funds. We believe DFA funds offer the investor the best probability to maximize their expected returns given their specific risk-profile.
Our portfolios offer a globally diversified mix of passively managed funds that are low-cost and tax-efficient.