A complete list of active advisors currently associated with DTM Advisory Group LLC

Warmer can help you find a great advisor at DTM Advisory Group LLC or one who fits your needs even better.

DTM Advisory Group LLC provides discretionary portfolio management and written financial planning services primarily to individual (retail) clients, managing approximately $837,528 in client assets across about 27 client accounts. Services include ongoing supervision and trade execution for managed accounts as well as modular and full written financial plans delivered in writing. The firm follows a value-oriented, long-term, long-only investment approach that blends fundamental analysis and charting with strategic and tactical asset-allocation elements and may pursue shorter-term, value-oriented special situations when appropriate. Portfolios are managed to clients’ stated objectives and can be tailored with client-imposed restrictions; financial planning engagements are delivered as written plans and do not automatically include ongoing investment monitoring unless a separate management agreement is executed. A noteworthy feature disclosed in the brochure is that the firm’s advisory representatives are also licensed insurance agents and may, in their separate capacity, sell life insurance, annuities, long-term care, Medicare and property/casualty products, which can create potential conflicts of interest due to commission-based compensation. The firm also discloses recommending Interactive Brokers as its preferred custodian and receiving certain benefits from that relationship, while stating it does not aggregate trades into block transactions and does not vote client proxies.

To learn more about the advisors currently working at DTM Advisory Group 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.