Adherence to Fiduciary Standards
Rather than selling specific products, we offer financial solutions. In doing so, we put our client’s goals ahead of all else.
The Full Service Investment Firm
We believe that you should be able to expect more from your investment advisor. Investors who choose Dash receive a personalized, comprehensive financial service that goes beyond ordinary wealth management and which many investment firms are not properly equipped to provide:
Custom portfolio creation & management
We do not operate as a fund or pool investor assets. With a private 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 and proactive service
Working with your own dedicated Private Investment Advisor, you will always know what is happening with your money. Your advisor will remain at your disposal to answer your questions and counsel you regarding your financial plans.
A record of performance
A seasoned team of investment executives, with over 50 years of combined experience, personally oversees all portfolio management. Guided by our Executive Investment Committee,Dash Investments has earned a reputation of trust and excellence within the industry.
Expert application of tried & true strategies
At Dash Investments you will gain access to tried and true strategies, masterfully applied by a team of investment advisors with decades of market insight. Our focused approach has enabled us to achieve excellent results for our clients while minimizing volatility.
Comprehensive research & analysis
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.
Comfort & security
All client accounts are held at well-known, third party custodial institutions that specialize in asset custody and administration. You will be able to view or access your portfolio from anywhere, at any time.