A complete list of active advisors currently associated with Deak Reynolds Company
Warmer can help you find a great advisor at Deak Reynolds Company or one who fits your needs even better.
Deak Reynolds Company is a fee-only, state-registered investment adviser that provides discretionary portfolio management primarily for individuals and high net worth individuals. The firm operates as a solo advisory practice and generally allocates client assets among mutual funds, ETFs, and individual stocks and bonds while billing on a percentage-of-assets basis. The firm’s sole advisor assesses each client’s investment objectives and implements strategies that include long- and short-term purchases and trading, using fundamental, technical, charting, and cyclical analysis as appropriate. In addition to portfolio management, the adviser offers limited consulting on non-investment matters (for example estate and tax planning) and provides ongoing monitoring and periodic client reviews. What is uncommon about this firm for its peer group is that the adviser is also a licensed attorney who maintains an affiliated law practice that shares office space; legal services are provided separately by the law firm, the adviser may recommend that firm to clients, and the arrangement is disclosed as a potential conflict of interest (with no fee-sharing by the adviser). The adviser’s advanced tax-law training and long experience in trusts, estates, and related planning are notable for a solo independent adviser, and the firm discloses a resolved 2014 consent order addressing inadvertent compliance violations.
To learn more about the advisors currently working at Deak Reynolds Company, 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 |
|---|---|---|
Lexington Park, MD
| 24
|
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