A complete list of active advisors currently associated with Dorian Eason Asset Management, LLC

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Dorian Eason Asset Management serves a mix of individual investors, trusts, endowments and foundations, corporations, and qualified retirement plans, offering equity, fixed‑income, and full asset‑allocation portfolio management. The firm provides discretionary management across separately managed accounts and tailored fixed‑income and cash management solutions for both individual and institutional clients. The firm’s investment approach emphasizes individualized asset allocation informed by in‑depth security research and a combination of stock selection, mutual fund selection, and portfolio weighting. Equity management targets long‑term capital appreciation through concentrated, research‑driven positions, while fixed‑income work focuses on intermediate‑term, high‑quality bonds (targeting AA quality and moderate duration) and dynamic rebalancing within a four‑step client profiling process. Distinctive features include a small, principal‑led practice with over four decades of experience that nonetheless provides portfolio management to institutional clients such as pension and profit‑sharing plans, charitable organizations, and corporate cash managers — arrangements that are less common among firms of this size. The firm charges percentage‑of‑AUM advisory fees, integrates mutual funds alongside individual securities, and uses independent custodians (Schwab Institutional and BNY Mellon) without taking custody itself.

To learn more about the advisors currently working at Dorian Eason Asset 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.