Dornbusch Asset Management

Dornbusch Asset Management provides fee-only investment advisory services to individual investors and small businesses, offering discretionary portfolio management focused on stocks, bonds, mutual funds and ETFs. The firm manages about $2.38 million in client discretionary assets across roughly 32 clients and is not actively taking on new clients.

The adviser constructs portfolios using Modern Portfolio Theory, typically allocating among mutual funds and ETFs with long-term holdings and periodic rebalancing while tailoring recommendations to each client’s goals, risk tolerance and investment experience; clients may impose restrictions on particular securities. The firm employs both fundamental and technical analysis and may implement short-term trades and covered‑call writing to generate income or provide partial downside protection.

Noteworthy features include a long operating history (since 1996), a deliberately small and closed client roster, and the explicit use of options strategies (covered calls) alongside ETF-driven allocations—an uncommon combination for a firm of this size. The principal recently sold an industrial pump distribution business; the firm does not accept custody or proxy‑voting authority, typically uses third‑party custodians (commonly Charles Schwab), and performs in‑person account reviews only upon client request rather than on a set schedule.