Dragonfly Wealth Advisory

Dragonfly Wealth Advisory is a newly formed advisory firm that intends to serve individual and high‑net‑worth clients with ongoing portfolio management and comprehensive financial planning. The firm prepares an Investment Policy Statement for each client and seeks discretionary authority to implement tailored portfolios on an ongoing basis.

The firm's investment process draws on cyclical and fundamental analysis, modern portfolio theory, and quantitative methods and emphasizes long‑term trading. DWAL generally limits advice to mutual funds, equities, fixed income, ETFs (including gold and other precious‑metal ETFs), Treasury inflation‑protected securities, and non‑U.S. securities, and includes financial planning as part of its management relationship at no additional charge.

Notable differences from many peers in the no‑active‑advisors category are that DWAL intends to offer individualized portfolio management for individuals (a less common service in this group) while not acting as a private fund adviser and not selecting third‑party managers. The firm requires clients to custody assets at Schwab Institutional, discloses potential receipt of soft‑dollar benefits from custodians, and maintains written standing authorization practices for fee deduction and transfers when clients authorize them.