A complete list of active advisors currently associated with D C Voss & Company, LLC
Warmer can help you find a great advisor at D C Voss & Company, LLC or one who fits your needs even better.
D C Voss & Company provides financial planning and investment advisory services to individuals, trusts, and foundations, managing approximately $232.9 million in regulatory assets across about 57 client relationships. The client base is largely high-net-worth individuals (net worth excluding residence greater than $1 million), and the firm offers both ongoing investment management and tailored financial planning. The firm uses asset-allocation strategies that rely primarily on mutual funds and exchange-traded funds, with individual fixed-income securities as a supplement, and applies fundamental analysis for its Dividend Growth Strategy. Most client accounts are managed on a non-discretionary basis—requiring client approval before trades—while the Dividend Growth Strategy is a discretionary sleeve focused on companies that have a history of increasing dividends. Compared with peers, the firm’s concentration of over $200 million of AUM per advisor is uncommon among supported firms, and its predominance of non-discretionary assets is also atypical. D C Voss & Company limits discretionary authority and proxy voting largely to the Dividend Growth accounts and uses institutional custody and trading services through Charles Schwab, reflecting a client-approval orientation rather than broad discretionary management.
To learn more about the advisors currently working at D C Voss & Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Loveland, OH
| 23
|
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