An Investment Firm That Tailors to Your Needs
Dash Investments is a privately-owned, independent investment advisory firm, managing private client accounts for individuals and families across America. The firm also manages accounts for institutions through its parent company, Dash Acquisitions.
Catering to the individual investor, we offer a full range of investment advisory and financial services, which are tailored to each client’s unique needs. At Dash, all aspects of the investment process are skillfully managed for the client by experienced financial professionals. In addition, each client receives comprehensive financial planning to ensure they are moving towards their financial goals.
Founder and CEO, Jonathan Dash, has been profiled by The Wall Street Journal , Barron’s and CNBC as a leader in the investment industry with a track record of creating value for his firm’s clients.
All primaries of the firm keep a majority of their investable assets under management alongside client investments – assuring 100% alignment of interests with clients.
All client accounts are held at well-known, third party custodial institutions that specialize in asset custody and administration.
As a fee-only advisor, client fees are based on a small percentage of total portfolio value. We are not a broker and thus earn no commissions from making trades in your accounts. This fee structure aligns our interests with yours – our only incentive is your success.
Our top priority is ensuring that each of our clients receives the guidance they need to achieve their financial goals. This is evidenced by the fact that we have maintained a client retention rate of nearly 100% since our firm’s inception.
Expect More From Your Financial Advisor
We believe that you should expect more from your investment advisor. Investors who choose Dash receive a personalized, comprehensive financial service that many firms are not equipped to provide:
Custom portfolio creation & management
We do not operate as a fund nor do we pool investor assets. Each investor’s portfolio is kept in a separate account and invested according to their customized financial plan. With a portfolio designed and managed according to your unique needs, your money will always be working to help you accomplish your specific goals – not someone else’s.
Highly individualized & proactive service
At Dash Investments, you will work with your very own Private Financial Advisor, whose sole task is servicing you. Your advisor will ensure you always know what is happening with your money and will remain at your disposal to answer questions and counsel you regarding your financial plan.
Experienced investment managers with a record of performance
A seasoned team of managing executives, with over 50 years of combined experience, will personally oversee your portfolio. Our CEO and Chief Investment Officer Jonathan Dash has been profiled by The Wall Street Journal , Barron’s and CNBC as an opinion leader in the investment industry with a track record of creating value for his firm’s clients.
Expert application of tried & true strategies
There are many approaches to investing your hard earned money. At Dash, you will gain access to tried and true strategies, masterfully applied by a team of investment managers with decades of market insight. Properly executed, the right strategy will help you reach your financial goals, while maintaining a high level of safety and security
Comprehensive research & analysis
When it comes to selecting investments for your portfolio, our expert in-house research team applies a disciplined approach to seeking out attractive investments that offer real value. Stocks, bonds and other securities are subject to rigorous, methodical examination before they are deemed fit for your portfolio.
Competitive & transparent fee structure
When working through Dash Investments, you will be provided with a fair and transparent fee structure that puts your interests first.We have no arrangements or ties to third-party companies and we do not sell financial products. This allows us to remain focused on what is best for our clients
A Message From Our Founder
Jonathan Dash, Founder & CEO