A complete list of active advisors currently associated with Dumaine Investments LLC

Warmer can help you find a great advisor at Dumaine Investments LLC or one who fits your needs even better.

Dumaine Investments provides investment management, wealth advisory, and financial consulting to individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, and other entities. The firm offers both discretionary portfolio management and non‑discretionary advice, and explicitly advises on private placements and real estate‑related investments such as Opportunity Zone Funds and Delaware Statutory Trusts. The firm tailors strategies by assessing clients’ objectives and risk tolerance and may combine household accounts for fee breakpoints; it also may provide complimentary financial planning as part of its services. For accredited clients, Dumaine conducts substantial due diligence on private placement sponsors and structures passive real estate portfolios (including 1031 exchange and DST strategies) with ongoing oversight and monitoring. Noteworthy for a firm of its size, the brochure discloses that Dumaine distributes periodicals or newsletters to clients, a communication practice that is relatively uncommon among peers. The firm also operates through Charles Schwab’s institutional platform and routinely requires clients to custody assets there, which influences its execution and custodial arrangements.

To learn more about the advisors currently working at Dumaine Investments 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
Mitchell Bordelon	New Orleans, LA	12
Clifford Favrot	New Orleans, LA	22

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