DFM utilizes an open architecture investment platform to provide each client with a broad universe of investment opportunities. Our professionals build balanced and diversified portfolios to manage risk, while positioning accounts to capitalize on longer term economic and investment trends.
We realize that each client is unique, with specific needs and aspirations. When a client engages DFM, our focus is to fully understand their particular objectives and tax profile in order to create an appropriate investment strategy. We take a holistic approach to asset allocation, considering the entirety of the client investments which may include individual securities, mutual funds, exchange traded funds (ETFs), REITs, or other securities.
DFM’s professionals are pro-active in monitoring each client’s portfolio, and recommending modifications to ensure that their investments remain consistent with their objectives.