A complete list of active advisors currently associated with Dawson Investment Management
Warmer can help you find a great advisor at Dawson Investment Management or one who fits your needs even better.
The firm is a single-advisor independent registered investment adviser that provides discretionary wealth management and portfolio management to individuals and high-net-worth individuals, supporting about 106 client relationships and offering financial planning and retirement-plan rollover advice. It acts as a fiduciary to clients and delivers continuous personal contact alongside implementation of investment strategies and occasional referrals to accountants or attorneys. The firm’s investment approach is primarily long-term and portfolio-level, constructing diversified allocations with low-cost mutual funds and ETFs and supplementing those with individual stocks, bonds, options and unit investment trusts as appropriate; it employs a mix of fundamental, technical, cyclical, behavioral and charting analysis and will trade shorter-term when rebalancing, tax considerations, or market conditions warrant. Accounts are managed on a discretionary basis and monitored regularly, with clients able to place reasonable investment restrictions and receive periodic reporting from custodians. Noteworthy for a solo independent adviser, the firm sponsors a wrap fee program that bundles transaction, custody and administrative costs into the advisory fee — a structure that is uncommon among peers and can affect the total cost sensitivity to trading activity. The firm also operates on an institutional platform relationship that provides software, trading and operational support, and the principal maintains a separate, limited insurance practice (approximately 5% of time), which the firm discloses as a potential conflict of interest.
To learn more about the advisors currently working at Dawson Investment Management, 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 |
|---|---|---|
Walnut Creek, CA
| 24
|
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