Von Borstel & Associates, Inc.
VON BORSTEL & ASSOCIATES, INC. is an independent, full-service financial planning and wealth management firm headquartered in The Dalles, Oregon. Founded in 1985 by Wayne von Borstel, the firm provides comprehensive investment management, financial planning, and consulting services primarily to affluent individuals, families, business owners, and highly compensated professionals. They are a fiduciary focused on implementing custom strategies with an academic, research-based approach, maintaining a low client-to-employee ratio and high retention rate. Registered as an investment adviser since 1992, the firm currently operates with a controlled staffing model, prioritizing client relationships and long-term financial outcomes.
Investment Strategy
VON BORSTEL & ASSOCIATES, INC. employs a disciplined, academic approach to portfolio management grounded in factual analysis rather than emotion. The firm constructs diversified portfolios using stocks, bonds, mutual funds, ETFs, and other vehicles, focusing on investment characteristics and risk factors—referred to as 'dimensions'—that are sensible and supported by research. They avoid speculation, forecasting, or sales-driven product placement. The firm implements strategies designed to increase the probability of client success, relying on systematic, research-backed decision-making and customization to clients' goals while providing ongoing coaching, planning, and financial education.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL U.S. CORE EQUITY 2 | 32.33% | $122.6M | 3,349,885 | $34.20 | $35.84 | +$22.4M |
D DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME | 18.02% | $68.3M | 1,244,794 | $54.12 | $54.49 | +$6.2M |
D DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 | 10.89% | $41.3M | 1,326,811 | $27.35 | $31.09 | +$3.6M |
D DUHP | DIMENSIONAL US HIGH PROFITABILITY | 6.56% | $24.9M | 683,869 | $33.91 | $35.56 | +$3.9M |
D DFSV | DIMENSIONAL US SMALL CAP VALUE | 6.45% | $24.5M | 826,046 | $29.96 | $29.43 | +$4.0M |