A complete list of active advisors currently associated with DIB Investment Management LLC

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

The firm provides non‑discretionary investment management to individuals, trusts, and investment companies through model equity strategies labeled for growth or value. Portfolios are built from a broad basket of individual equities and generally do not rely on mutual funds except for cash sweep purposes. Investment selection is formula‑driven using research from a First Trust Unit Investment Trust service and related software; the methodology identifies growth and value holdings and the firm monitors those model portfolios regularly while limiting ad hoc changes outside the formula. Clients retain implementation control and, for clients who prefer, the firm also offers an ongoing consultation service that notifies clients of recommended trade decisions for execution at the client’s chosen broker‑dealer. Distinctive features include the managing member’s registrations with a broker‑dealer and as an insurance producer, and the firm’s receipt of 12b‑1 distribution payments and other economic benefits through an institutional relationship with a clearing broker‑dealer. The firm also requires use of its affiliated introducing broker and participates in an institutional program that provides operational services and potential conflicts of interest that are less common among peer investment managers; the managing member also maintains an unrelated business interest that occupies a portion of his time.

To learn more about the advisors currently working at DIB Investment 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.

Name	Location	Years of experience
Dan Barish	Farmington Hills, MI	35

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