A complete list of active advisors currently associated with Dirigo Investment Advisors, LLC

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

Dirigo Investment Advisors, LLC provides discretionary and non‑discretionary portfolio management and financial planning to individuals and certain institutional clients, including charitable organizations and endowments. The firm reports $2.84 million in discretionary assets under management and delivers advice through customized portfolios or firm-developed model portfolios. The advisory process begins with gathering client objectives and risk tolerance, and includes ongoing monitoring and rebalancing; clients receiving portfolio management may also receive complimentary financial planning. The brochure discloses a broad toolkit of strategies and instruments — including margin transactions, short sales, option writing, warrants, and investments in limited partnerships and REITs — indicating the firm may use borrowing and derivatives as part of its account strategies. Dirigo operates as a single-advisor, small‑AUM practice with a very limited client roster, which contrasts with larger independent firms. The firm’s chief investment professional also holds an MS in Accountancy and concurrently serves in corporate finance roles (controller/CFO) at other businesses, and that accounting background together with the explicit use of margin and options are distinguishing features relative to many peers.

To learn more about the advisors currently working at Dirigo Investment Advisors, 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.