A complete list of active advisors currently associated with Dreyfuss Capital Management LLC

Warmer can help you find a great advisor at Dreyfuss Capital Management LLC or one who fits your needs even better.

Dreyfuss Capital Management is a small, independent advisory firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and other investment advisers. It also acts as a subadvisor, offering model portfolios through separately managed account programs and subscription services for institutional or third‑party advisers. The firm documents client objectives in written Investment Policy Statements and applies a mix of analysis methods (charting, fundamental, technical, and modern portfolio theory) while typically managing accounts actively. Investment strategies include long- and short-term trading, options strategies (including covered options and purchases of calls or puts for hedging), and allocations to individual equities, ETFs, annuities, and non‑U.S. securities. What is distinctive for this firm is its role as a subadvisor to other advisers and use of model SMAs alongside serving retail clients, a service mix that is relatively uncommon for firms of this size. The brochure also discloses an affiliation with insurance activities (the firm is licensed to sell insurance and may recommend insurance products) and discusses use of derivatives and exposure to closed‑end funds that may employ leverage or borrowing, which together create structural features and potential conflicts that differ from many peers.

To learn more about the advisors currently working at Dreyfuss Capital 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.