Tailoring To You

Investing Your Assets According to Your Needs

We believe that true financial success is achieved one individual at a time. By taking the time to get to know each of our clients, we have been able to help countless investors design and implement an investment plan that puts the future they envision within reach.

Because no two investors are the same, it is important that your portfolio be customized to you. You need to know that your investment advisor understands your goals, and is managing your portfolio in accordance with these.

Understanding Your Financial Picture

At Dash Investments, the process begins with you. Your Financial Counselor will sit down with you and take the time to understand your complete financial picture. A number of factors are considered in order to determine the proper strategy and overall financial plan that is right for you. Understanding your specific financial goals and your timeframe for reaching them is the first important step. If you are nearing or in retirement, you need to assess how long you will be relying upon your assets to support you and what your cash flow requirements will be over that period.

Your expert financial and retirement planning advisor will analyze these and other factors with you in detail. From there we can begin to help you build a plan that will get you on the path to where you want to go.

Managing Accordingly

Once we have gotten to know you, our Investment Committee will create a portfolio and implement a financial plan perfectly suited to you. One of our top Financial Counselors will then stay in regular contact with you to keep current with your financial picture. In this way we ensure that your needs are constantly reflected in the daily management of your portfolio.