A complete list of active advisors currently associated with DB Asset Management,LLC.

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

DB Asset Management provides discretionary portfolio management, portfolio analysis and asset-allocation services for individuals and families, including high-net-worth clients, estates/trusts and retirement plans. The firm generally charges asset-based advisory fees and prepares an individualized Investment Policy Statement for each client to guide portfolio construction and ongoing management. The investment approach emphasizes equity investments in growth and income companies led by shareholder-oriented management and uses both fundamental and technical analysis. Portfolios are built with sector diversification and a low-turnover, long-term orientation, and the manager may use options (including LEAPs and call-writing) for income or downside protection; IPS reviews occur at least annually. Compared with many peers, the practice manages a relatively small number of client relationships with about $9 million in assets and maintains a stated account minimum (typically $500,000, waiverable), reflecting a selective, high-touch focus. The firm requires clients to use its chosen custodian rather than permitting client-directed brokers, limits custody to fee deduction only, and discloses the principal’s occasional outside professional work (voice-over) limited to roughly 15–20 days per year.

To learn more about the advisors currently working at DB Asset Management,LLC., 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.