Dorchester Advisors LLC

Dorchester Advisors provides investment management, financial planning, and occasional outside money‑manager selection and monitoring to individuals — including many high‑net‑worth clients — and to a smaller number of businesses, charities, trusts, endowments and pension or profit‑sharing plans. As of December 31, 2025 the firm reported discretionary management of approximately $82.5 million for 32 clients.

The firm follows a value‑oriented, fundamental security‑analysis approach and primarily invests in publicly traded stocks and bonds, ETFs, mutual funds, government securities and options. It constructs three model portfolios (capital preservation, wealth preservation, wealth enhancement), tailors allocations through consultative client meetings using third‑party and proprietary tools, and participates in an informal RIA study group to exchange research and practice ideas.

Notable differences from many peers include the firm’s acceptance of small pension and 401(k)-type retirement plan clients and its stated ability to negotiate institutional fee arrangements for those accounts. The brochure also discloses a recent Michigan regulatory stipulation concerning a registration lapse that the firm says it is in the process of addressing.