Broker Check

Portfolio Management

Investing should be easy – as they say "buy low and sell high" – however, most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

At DGWA, we can help you understand and implement investing principles and strategies, risk management strategies, alternative investments, and sustainable investing. *Diversifying asset classes, investment managers and strategies can help smooth the investment "ride". No strategy assures success or guarantees against loss. The firm may hire and monitors third party or outside professional money managers because they are more effective for our clients. The strategies we provide are cost effective and specific to each client's needs and goals.

We follow a fiduciary standard in client relationships and are committed to providing investments and services that are suitable for each client's needs. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Start today and take your risk profile. Everyone has a Risk Number!

*All investing involves risk including loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.


Our Process

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Our History

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