A complete list of active advisors currently associated with Dishmi Capital, LLC
Warmer can help you find a great advisor at Dishmi Capital, LLC or one who fits your needs even better.
Dishmi Capital provides discretionary investment management and related advisory services to a range of clients, including individuals (notably high net worth individuals), trusts and business entities, as well as employer-sponsored retirement plans. The firm offers a sponsored wrap-fee portfolio program and retirement plan consulting, and also recommends third‑party money managers and private placement services as part of its service set. The firm manages wrap accounts on an individualized basis and applies Modern Portfolio Theory while employing a broad toolkit of strategies — including long‑ and short‑term positions, trading, margin, options and short sales — with portfolios tailored to clients’ objectives, risk tolerances and any reasonable client restrictions. For retirement plan clients, Dishmi acknowledges its ERISA fiduciary role (under Section 3(21) or 3(38) as designated in the consulting agreement) and provides ongoing plan monitoring, investment policy assistance and participant education. What is noteworthy about Dishmi compared with many peers is its combination of sponsoring a wrap fee program while also providing pension consulting and institutional portfolio management alongside high net worth individual services — a mix that is uncommon among advisers in its regulatory peer group. The firm manages a material discretionary asset base relative to a modest client roster, discloses affiliations with other advisory firms and relies on institutional platform services from major custodians, arrangements it identifies as potential conflicts and describes procedures to mitigate.
To learn more about the advisors currently working at Dishmi Capital, 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 |
|---|---|---|
Pasadena, CA
| 3
| |
Pasadena, CA
| 16
| |
Pasadena, CA
| 7
| |
Pasadena, CA
| 9
|
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