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

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

The firm provides discretionary asset management, financial planning and consulting, and public educational seminars and workshops to individual and business clients. It currently manages roughly $70,000 of client assets for one client and offers ongoing portfolio monitoring, trade execution, and regular client check-ins. Investment decisions are tailored to each client’s stated goals, time horizon and risk tolerance and draw on both fundamental and technical analysis; strategies can range from long-term holdings to shorter-term trading and options when appropriate. The adviser may manage accounts directly or subscribe to third‑party model portfolios via its custodial platform, and conducts periodic (quarterly) reviews and ongoing monitoring. Distinctive aspects include the firm’s routine offering of public seminars and workshops—an uncommon service among peer independent advisers—and its very small scale of operations. The firm also discloses that the owner devotes a substantial portion of time to an unrelated outside business (with no crossover clients) and that it may utilize third-party model providers whose fees and terms are disclosed to clients.

To learn more about the advisors currently working at Dubois 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.

Name	Location	Years of experience
Thomas Dubois	Saratoga Springs, NY	3

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