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. As a Registered Investment Advisor (RIA) firm with the SEC, we are fiduciaries who put our clients’ interests ahead of everything else.
We offer a full range of investment advisory and financial services, which are tailored to each client’s unique needs. We provide institutional-caliber money management services that are based upon a solid, proven research approach. In addition, each client receives comprehensive financial planning to ensure they are moving toward their financial goals. On average, over the last 15 years, more than 9 out of 10 clients have chosen to stay with Dash Investments.*
CEO & Chief Investment Officer 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.
Principals 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.
*Average annual Private Client retention, 2004-2018 (calculated as 1-[sum of (number of terminations in year/number of clients in year)]/number of years).
Expect More From Your Financial Counselor
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 and Highly Personalized Service
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.
At Dash Investments, you will work with your very own Financial Counselor, whose sole task is servicing you. Your Counselor 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.
Comprehensive Research and Analysis
A seasoned team of managing executives, with over 50 years of combined experience, will personally oversee your portfolio. 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.