A complete list of active advisors currently associated with Dash Investments
Warmer can help you find a great advisor at Dash Investments or one who fits your needs even better.
Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, estates, and trusts, generally targeting accounts with at least $1,000,000 in investable assets. Services described in the brochure include a Global Value equity and bond strategy, facilitation of estate‑planning documents through a third‑party digital platform, participant account management for held‑away retirement assets, and tax planning with tax preparation made available through an unaffiliated CPA for clients with $1.5 million or more in assets under management. The firm’s investment approach is long‑term and value‑oriented, concentrating research on a limited number of industries and maintaining low turnover and the potential for meaningful position sizes; Dash operates with discretionary authority to execute and rebalance client accounts and conducts monthly reviews. Financial planning and ongoing tax analysis are integrated into the advisory relationship, and Dash performs best‑interest analyses when recommending retirement rollovers. Dash’s disclosure materials indicate several marketing and operational practices that are uncommon for peer team firms: the firm’s materials include hypothetical performance scenarios and performance results, and reference client testimonials, endorsements, and third‑party ratings, while also paying a flat fee to an online registry to generate prospects. The brochure also notes use of firm‑approved SMS communications governed by a privacy policy, facilitation of services through unaffiliated providers (with no referral fees disclosed), and that senior personnel invest significant personal assets alongside client strategies.
To learn more about the advisors currently working at Dash Investments, 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.
You can also browse Dash Investments's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 4
| |
Plano, TX
| 10
| |
Plano, TX
| 12
| |
Woodland Hills, CA
| 20
| |
Plano, TX
| 16
| |
Plano, TX
| 7
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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