A complete list of active advisors currently associated with Dickinson Barnum Investment Management, LLC

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

Dickinson Barnum provides discretionary investment management to individual clients, primarily affluent and high‑net‑worth private investors, through ongoing portfolio implementation, monitoring and rebalancing. Services include development of an Investment Policy Statement, manager selection and continuous oversight using a mix of individual equities, fixed income, mutual funds and ETFs custodied at major custodians such as Charles Schwab. The firm follows a generally value‑biased, fundamental analysis approach and constructs customized portfolios to match each client’s objectives and risk profile, with periodic rebalancing and monthly monitoring. It also conducts due diligence on third‑party investment managers and may consolidate execution for qualified accounts; in certain circumstances the firm can execute trades through Purshe Kaplan Sterling Investments (PKS) for client assets custodied at Schwab. Noteworthy differences from many peers include the principals’ registered‑representative relationship with PKS and the firm’s ownership ties to two other investment‑management entities, which create potential conflicts the firm discloses and addresses through its Code of Ethics and written policies. In addition, the advisers maintain separate insurance licenses and have various non‑advisory business interests (real estate and operating entities), and the firm does not offer standalone financial planning services.

To learn more about the advisors currently working at Dickinson Barnum 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.