A complete list of active advisors currently associated with Downtown Investment Advisory

Warmer can help you find a great advisor at Downtown Investment Advisory or one who fits your needs even better.

Downtown Investment Advisory is an SEC-registered independent investment adviser that manages approximately $125.3 million in discretionary separate managed accounts for about 54 clients. The firm provides customized portfolio management and investment advisory services to individuals, high‑net‑worth clients, institutions, and charitable organizations. DIA emphasizes customized fixed‑income portfolios composed primarily of individually selected bonds and other income‑producing securities, while implementing the equity portion of portfolios primarily through equity index ETFs. Investment decisions are made on a discretionary basis using a mix of fundamental, technical, and credit analysis with an articulated focus on long‑term growth, income, and capital preservation. Compared with many solo independent advisers, DIA’s brochure highlights an atypical client mix and investment footprint: it serves institutional and charitable clients, discusses material non‑U.S. and emerging‑markets exposure, and incorporates pooled investment products (for example, closed‑end funds, BDCs and REITs) into its fixed‑income strategies. The firm also discloses operational practices that include not sponsoring wrap programs, not voting client proxies, and formal policies for fair allocation of block trades.

To learn more about the advisors currently working at Downtown Investment Advisory, 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.