Asset Management

Redefining Asset Management

At Dash Investments, asset management means more than just investing on behalf of our clients. It means helping them to manage all aspects of their financial life. Many investment firms reserve this kind of hands-on treatment for high-level clientele only. At Dash Investments we make no such distinction. Each of our clients receives full-service asset management, from an experienced financial professional.

Our services include:

  • Investment Management
  • Financial Planning
  • Estate & Retirement Planning
  • Establishment of Trust Accounts
  • Life Insurance
  • Tax Management

Looking out for our clients

Most financial advisors earn a large portion of their income by “advising” you to purchase certain financial products, which they get paid a commission on. At Dash Investments, this is not how we conduct our business. We work solely on a straightforward and fair fee basis, and we never direct our clients to invest in products that pay commissions. This is just another way Dash Investments is offering top quality Asset Management.

Listening to you

As financial advisors we provide unlimited guidance and counseling to our clients. With decades of insight into the investment world, we always have helpful recommendations as to how they can effectively invest their money. That said, we never forget whose money we are investing. You’ve worked hard to earn your money. Chances are, you have an idea of how you would like to invest it. At Dash Investments, the first and most important step is listening to you. We need to understand who you are, what you are looking to invest in and what strategies you are comfortable with. Once we know these things, we can construct a plan that is 100% in line with your goals. We understand that wealth management is extremely personal, and we’d like to keep it that way. That’s why you’ll never find us advising our clients en masse. Our team works one-on-one with clients around the country, to ensure that each receives personalized guidance. This is just another reason Dash Investments has become one of the top choices for wealth management today.