Dattilio & Ash Capital Management, LLC

Dattilio & Ash Capital Management, LLC provides investment advisory and portfolio management to individuals, high‑net‑worth clients, families, trusts, businesses, and charitable organizations. The firm offers customized, objective‑based, risk‑targeted portfolios and planning services for retirement, college funding, targeted bequests and institutional charitable needs, and conducts holistic reviews of clients’ taxable, tax‑deferred, tax‑free and other assets, including real estate and trusts.

The firm’s investment approach centers on long‑term strategic asset allocation and diversification, typically implemented through a core‑satellite structure using low‑cost, passively managed ETFs and mutual funds, with the option to include individual securities, fixed income, alternatives or third‑party managers for specific exposures. Portfolios are generally managed on a discretionary basis and retirement‑focused engagements can include detailed cash‑flow modeling to assess income, expenses and probabilities of meeting goals.

What is noteworthy about the firm is its affiliation with an accounting practice: one principal maintains a separate CPA firm and accounting or tax services may be recommended to advisory clients as a distinct engagement. The adviser is relatively small and closely held — operating with two managing partners and roughly $18 million in discretionary assets — and combines accounting expertise and institutional investment experience (including CPA and CFA credentials), which informs tax‑aware planning but can also produce seasonal variations in staff availability.