A complete list of active advisors currently associated with Dhody Investment Group

Warmer can help you find a great advisor at Dhody Investment Group or one who fits your needs even better.

Dhody Investment Group (Blue Investment Management, LLC) serves individuals, high‑net‑worth clients, families, trusts, estates and businesses and manages roughly $341 million for 22 clients with a three‑advisor team. The firm provides customized investment management, non‑discretionary portfolio construction, and financial planning, and may incorporate cash equivalents, listed equities, mutual funds, fixed income, and private investments such as hedge funds and private equity into client portfolios. DIG relies on a combination of fundamental and technical analysis and an internal due‑diligence process to design strategic asset allocations intended to match clients’ goals, time horizons, and risk tolerances. The advisor emphasizes continuous personal client contact, typically requires client approval prior to trade execution, and may hold positions long term while using shorter‑term trades for rebalancing or liquidity needs. Distinctive aspects of the firm include an umbrella structure with affiliated entities that sponsor and advise private funds: a relying adviser that provides private fund advisory services and an affiliate that expects to form private funds, arrangements under which certain advisory persons allocate time to and receive compensation from those affiliates and which may involve performance‑based fees. This private‑fund activity and the firm’s concentrated client base relative to its AUM differentiate DIG from most supported firms that primarily focus on retail portfolio management.

To learn more about the advisors currently working at Dhody Investment Group, 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.