Highly Experienced Investment Managers

At Dash, each client’s portfolio is personally overseen and managed by our Executive Investment Committee, a team with over 60 years of combined experience. Heading the committee is Founder and CEO Jonathan Dash.

Jonathan Dash

Founder, CEO & Chief Investment Officer

As Chief Investment Officer, Mr. Dash personally oversees all investment management and asset allocations for the firm. Over his 20-year career in the investment management industry, Mr. Dash has established a reputation as a successful entrepreneur and has been recognized as a top investment advisor. Mr. Dash graduated from the University of Southern California with a B.S. in Finance.

A Message from Our Founder

The story of Dash Investments begins over twenty years ago, when a chance meeting between myself and legendary investor Warren Buffett sparked a mentoring relationship that continues to this day.

Back then I had noticed something was missing from the investment industry. I saw that top-level investment management was only made available to big institutions and very large private investors. It was my belief that all investors deserved to have access to top-quality wealth management strategies and responsive customer service. It was this idea that inspired me to found Dash Investments with a different philosophy, one that would truly enable all investors to achieve their financial goals.

The fact that our firm has maintained a client retention rate of nearly 100% since inception simply validates the core beliefs and philosophies on which I founded the company.

It is our belief that no two investors are the same and we incorporate this belief into everything we do. That’s why we offer a complete, personalized service that takes your entire financial picture into account.

All client assets are managed by a team of highly qualified financial experts, and always with your best interest in mind. We also commit to fiduciary principles, which include always putting our clients’ interests first. We believe “partnership” means sitting on the same side of the table as our clients. That’s why our executives keep a majority of their own personal assets under management alongside client investments. This ensures that our interests are always 100% aligned with yours.

With top financial advisors throughout the U.S., we provide services to investors across the nation. Today, our clients include working professionals, retirees, families and institutions. Regardless of what kind of investor they are, we take the time to get to know each of them personally. By doing so we have built relationships with investors all over the country who value our professional investment expertise and advice.

We look forward to getting to know you and we hope to become a partner in your success.

Jonathan Dash, Founder & CEO