A complete list of active advisors currently associated with Dawson James Asset Management, Inc.

Warmer can help you find a great advisor at Dawson James Asset Management, Inc. or one who fits your needs even better.

Dawson James Asset Management provides investment management and related advisory services for pooled and institutional clients, pension and profit‑sharing plans, and, when requested, individuals and retirement accounts; it operates both wrap‑fee and non‑wrap fee programs and may recommend third‑party managers. As disclosed in its brochure, the firm reported no advisory clients, no assets under management, and no employees performing investment advisory functions as of the most recent reporting date. The firm’s investment work is built around strategic asset allocation implemented largely with actively managed mutual funds, index funds, ETFs and selective equity positions, with limited use of options or margin strategies in appropriate situations. Beyond portfolio management, DJAM offers pension consulting services — including preparation of investment policy statements, selection and monitoring of plan investment options — and provides participant education seminars and workshops for plan sponsors and self‑directed plan participants. DJAM’s profile includes several features that are less common among its peers: it acts as a wrap‑fee program sponsor, is affiliated with a broker‑dealer and insurance agency (giving it access to custody, execution and distribution channels), and it recommends and monitors outside managers, often receiving a portion of third‑party fees. The firm also discloses that it may charge hourly or fixed fees in addition to asset‑based fees and that it manages potential conflicts arising from its affiliations and referral arrangements through written policies and supervisory review.

To learn more about the advisors currently working at Dawson James Asset Management, Inc., 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.