At Dash Investments, we’re more than just an investment management firm. Investors who choose Dash receive personalized, comprehensive advisory services many firms are not equipped to provide. We pride ourselves on the fact that, on average, over the last 15 years, more than 9 in 10 clients have chosen to remain with Dash Investments. Loyalty like that comes from more than a solid investment performance track record.

“FOUR PILLAR” PLANNING APPROACH

Unlike most investment advisors, Dash Investments employs a comprehensive approach to helping you plan your future and manage your wealth. Our “Four Pillar” framework utilizes experts in four essential planning disciplines, including Financial Planning, Portfolio Management, Tax Planning, and Income Planning to holistically map your future and develop strategies tailored to your unique needs and circumstances.

CUSTOM PORTFOLIO CREATION

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.

YOUR OWN DEDICATED ADVISOR

Ensuring that you understand how your assets are being managed and that you always remain in the know is our highest priority. You will work with a dedicated Financial Counselor whose priority is keeping you current regarding your investments and the progression of your financial plan. Your Counselor will always be at your disposal to answer questions.

ACCESS TO RESOURCES

To help you reach your goals, your Counselor has access to a wide range of valuable resources. These include comprehensive in-house research from our Investment Committee, data from our trading department, and a full administrative support team. Your Counselor also remains in frequent contact with the Investment Committee to ensure that all aspects of your situation are constantly relayed and incorporated into the management of your portfolio.

FREQUENT CLIENT COMMUNICATIONS

Our clients have access to the following regular communications and publications to ensure they remain well informed and educated:

• Quarterly investment updates
• Quarterly client conference call
• Annual client reviews
• Regular meetings

A FEE STRUCTURE PUTTING YOUR INTERESTS FIRST

We are not a brokerage firm, so we do not earn commissions when investing your assets. Further, you will never find our advisors attempting to sell financial products for their own personal gain. We are among a small number of firms that truly offers 100% fee-only service.
Our fees are set on a sliding scale based on the size of assets managed. Therefore, our only incentive is to continually grow the value of your account. In other words, our interests are fully aligned with yours.