A complete list of active advisors currently associated with Dahring | Cusmano and Associates
Warmer can help you find a great advisor at Dahring | Cusmano and Associates or one who fits your needs even better.
Dahring | Cusmano provides holistic financial planning, discretionary and non-discretionary investment management, and consulting to both individuals (including high-net-worth clients) and a range of entities such as family offices, trusts, private foundations and qualified retirement plans. The firm delivers written comprehensive financial plans and ongoing portfolio management that can include mutual funds, ETFs, equities, bonds, REITs and annuities tailored to each client’s circumstances. The firm’s investment process is client‑centered, emphasizing a thorough understanding of a client’s financial condition, risk profile and goals, with asset allocation and low-cost investment considerations central to portfolio construction; portfolios are generally managed for the long term, with occasional shorter-term trading when appropriate. For retirement-plan clients Dahring | Cusmano acts in fiduciary roles (including serving as a 3(38) investment manager), and provides plan-related services such as plan reviews, benchmarking, participant education and assistance with plan conversions. What is noteworthy compared with many peers is the firm’s breadth of institutional plan work and the operational services it offers to plans, including assistance with selecting plan service providers and a disclosed practice of receiving finder/referral fees from those providers. The brochure also discloses multiple potential conflicts handled by the firm — several advisory persons are dually registered with a broker‑dealer and licensed as insurance professionals, and the firm participates in custodial platforms that provide institutional services and technology — all of which are disclosed and described in the firm’s policies.
To learn more about the advisors currently working at Dahring | Cusmano and Associates, 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 |
|---|---|---|
Novi, MI
| 0
| |
Novi, MI
| 7
| |
Novi, MI
| 27
| |
Novi, MI
| 32
| |
Novi, MI
| 0
| |
Novi, MI
| 1
| |
Novi, MI
| 7
| |
Novi, MI
| 24
| |
Novi, MI
| 16
|
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