Press

A Widely Recognized Leader in the Industry

Our firm’s executives have been recognized by leading publications for their expertise in the management of private and institutional wealth.


Top Financial Advisor


“Mr. Dash has a successful track record of creating value.”
ISS/Risk Metrics Group

RiskMetrics Group

Jon Dash on CNBC
CNBC

Dash Investments Interview with The Wall Street Transcript


Dash Investments Featured in Money Magazine

Money Magazine

“This above-and-beyond approach and insistence upon putting the client first are just a few examples of how Dash Investments is redefining asset management. This is why Dash Investments has been recognized as a national leader in wealth management.”

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Money Magazine cover

Dash Investments Featured in Forbes Magazine

Forbes Magazine

“Distinguished by a record of outperformance, as well as a cost effective and transparent fee basis, the firm has been selected as a leading financial services provider known throughout the nation for offering excellent value, superior service and high-level market insight.”

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Forbes Magazine cover

Book written by our Founder

5 Steps for Selecting the Best Financial Advisor

We wrote the book on what makes a great financial advisor


Top seller in “Investment & Analysis Strategy”

Audio version now available

Interview: 5 Steps for Selecting the Best Financial Advisor: Jonathan Dash and Jack Waymire

author-hour

“Jonathan Dash is the Founder, CEO & Chief Investment Officer who personally oversees all investment management and asset allocations for his firm, Dash Investments. Prior to founding his firm, Mr. Dash held positions at several prominent investment management firms, as a senior securities analyst. Over his 20-year career in the investment management industry, Mr. Dash has established a reputation as a successful entrepreneur, turn-around specialist and a superior securities investor. He has been profiled by The Wall Street Journal, Barron’s and CNBC, as a top investment advisor with a track record of creating value for his firm’s clients.”

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Dash Investments Interview with Paladin Research and Registry

“Jonathan Dash is the Founder, CEO & Chief Investment Officer who personally oversees all investment management and asset allocations for his firm, Dash Investments. Prior to founding his firm, Mr. Dash held positions at several prominent investment management firms, as a senior securities analyst. Over his 20-year career in the investment management industry, Mr. Dash has established a reputation as a successful entrepreneur, turn-around specialist and a superior securities investor. He has been profiled by The Wall Street Journal, Barron’s and CNBC, as a top investment advisor with a track record of creating value for his firm’s clients.”

Click here to view full article »