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Phil McInnis

Chief Investment Strategist

Phil is chief investment strategist at Avantis Investors®. In this role, Phil oversees all marketing content development surrounding Avantis' investment approach and meets regularly with advisors and institutions to discuss various investment topics and explain Avantis' investment capabilities.


Prior to Avantis Investors' establishment in 2019, Phil was a vice president and head of portfolio solutions at Dimensional Fund Advisors in Austin, TX, where he oversaw a team charged with developing content to explain Dimensional's investment approach and helping clients on topics related to asset allocation, manager evaluation, and risk budgeting. Prior to Dimensional, Phil was an Investment Consultant at Towers Watson (now Willis Towers Watson), working predominately with corporate and public defined benefit and defined contribution pension plans.


Phil earned a bachelor of business administration in finance from the Goizueta Business School at Emory University. He holds Series 7, 24 and 66 licenses.


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You should consider the fund's investment objectives, risks, and charges and expenses carefully before you invest. The fund's prospectus or summary prospectus, which can be obtained by visiting Avantisinvestors.com or by calling 833-928-2684, contains this and other information about the fund, and should be read carefully before investing. Investments are subject to market risk.

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