We are passionate about helping successful individuals and families preserve and sustain their financial situation and legacy. 

As fiduciaries and advocates, we sit on the same side of the table as you. We listen with genuine care so that we understand your unique values and financial objectives. This helps us earn your trust and build a personal, collaborative relationship with you. And together, we will make strategic, thoughtful decisions in your best interest, decisions that will bring you peace of mind as you weather market cycles and manage life events.

From Our Family to Yours

We strive for a straightforward and transparent approach, from communication of our philosophy and process to walking clients through performance statements. We believe you should have direct access to both your DAC team and your portfolio. We answer calls personally, and as you will come to learn, our accessibility is as reliable as our time-tested investment philosophy. 

After determining the appropriate investment strategy with a new client, we coordinate all of the administrative paperwork required to open the account. Our experienced personnel provide one-on-one assistance to facilitate the entire process. We are available in-person, by phone or email to answer any questions that arise. 

Building the relationship with our clients is as important as building our clients’ portfolios. We believe that proactive client support and active portfolio management combine to create successful, long-term partnerships.