Dartmouth Capital Advisors, Inc.

Dartmouth Capital manages pension funds, profit‑sharing plans, IRAs, endowments, and other assets for foundations, medical offices, law firms, high‑net‑worth individuals, families, and institutional clients. In addition to individual portfolio management, the firm provides pension consulting and accepts corporate and institutional accounts, including plan management for pension and profit‑sharing clients.

The firm’s equity process combines cash‑flow‑based quantitative models (fundamental, technical, and a proprietary risk assessment) with comprehensive qualitative due diligence that examines nearly 100 factors per security and uses top‑percentile rankings to drive buy/sell decisions. Fixed‑income management is described as bottom‑up and opportunistic, emphasizing security selection, active duration and yield‑curve positioning, and risk measurement using option‑adjusted key‑rate duration and tracking‑error analysis.

Noteworthy for an independent advisor of this scale, Dartmouth reports a client mix heavily weighted to high‑net‑worth assets (about 81% of reported AUM) while still allocating meaningful assets to pension (≈13%) and corporate (≈6%) clients, a combination that is relatively uncommon among peers. The chief investment officer is responsible for account implementation and oversight, and the brochure discloses strategy characteristics—such as relatively low diversification in some strategies, potentially high cash allocations, and turnover that can vary materially with market conditions—that may lead to different risk and liquidity profiles versus many other independent firms.