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

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

DSA Asset Management provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients) and to corporations or other businesses. The firm offers advice across a wide range of investments, including equities, fixed income, mutual funds and exchange-traded funds, as well as options, derivatives, structured products, REITs and limited partnerships. Advisory services are tailored to each client’s objectives and typically include an initial analysis, ongoing monitoring and portfolio rebalancing guided by Investment Policy Statements and risk-evaluation questionnaires. The firm describes using multiple methods of analysis—fundamental, technical, cyclical and Modern Portfolio Theory—and may employ long- or short-term trading, option strategies and other active techniques when suitable for a client’s stated risk tolerance. A notable distinction is that DSA discloses serving both individual and institutional/corporate clients, an offering that is less common among similar independent advisers. The firm participates in the TD Ameritrade Institutional program and commonly directs brokerage to that custodian, receiving research and practice-support benefits the brochure notes could create potential conflicts of interest; proxy voting, meanwhile, is left to clients.

To learn more about the advisors currently working at DSA 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.

Name	Location	Years of experience
Paul Drake Stockard	Chandler, AZ	10

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