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

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

The firm provides discretionary asset management services to individuals, families, and trusts, tailoring portfolios to each client’s investment goals, risk tolerance, and time horizon. It manages accounts on an ongoing basis and implements portfolios using open‑end mutual funds, ETFs, individual equities, and bonds, with a stated preferred minimum account size of $250,000. The firm emphasizes asset allocation as the primary driver of account performance and employs a mix of charting, fundamental, technical, and cyclical analysis to evaluate investments and guide portfolio decisions. Reviews and rebalancing are conducted periodically or when client circumstances change, and the firm notes that reallocations and trades can create taxable events for taxable accounts. Compared with many peers, the firm has relatively detailed personal‑trading and compliance controls: personnel trading outside of mutual funds requires pre‑approval for IPOs, private placements, and ETF trades over $20,000, and employees are prohibited from trading securities held in client portfolios on the last day of the month. The firm recommends a single primary custodian (Charles Schwab) and discloses receipt of platform and practice‑support services from that custodian, and it does not vote client proxies, leaving proxy materials to clients.

To learn more about the advisors currently working at DH 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.