De Vries Asset Management, LLC

DeVries Asset Management serves individuals, businesses, endowments and nonprofit organizations primarily by acting as a promoter and referral source to a registered third‑party asset manager, while also offering wealth management, discretionary portfolio management and financial planning directly. The firm reports no discretionary assets under management and provides written promoter disclosure materials to prospective investors prior to any referral.

When engaged for direct services, the firm tailors wealth management and discretionary portfolio strategies to client objectives, assessing risk tolerance, time horizon and liquidity on an ongoing basis and employing a globally diversified, long‑term approach that blends fundamental, technical and cyclical analysis. Financial planning is available as a standalone or combined service and may be billed on an hourly basis; the firm also evaluates and monitors third‑party managers when recommending outside managers.

The firm is notable for its affiliation with an accounting practice and for its principal’s role as a licensed CPA who provides tax preparation and accounting services separate from advisory offerings, a dual role the brochure discloses and addresses through policies and disclosures. It operates chiefly as a promoter receiving revenue‑sharing arrangements with the asset manager, does not act as a private fund adviser, and is self‑supervising with no active advisory registrations at this time.