A complete list of active advisors currently associated with Durkin Investment Group, LLC.
Warmer can help you find a great advisor at Durkin Investment Group, LLC. or one who fits your needs even better.
Durkin Investment Group, LLC provides discretionary investment supervisory services to individual investors, high‑net‑worth individuals, and trusts. The firm manages approximately $69 million across roughly 64 client accounts and constructs portfolios primarily using mutual funds and exchange‑traded funds while also employing equities, fixed income, REITs, and other securities when applicable. The firm documents each client’s objectives in an Investment Policy Statement and implements portfolios under discretionary authority, with semi‑annual rebalancing and at least quarterly reviews. Its investment process combines fundamental analysis with technical and charting methods and uses both long‑term and short‑term trading strategies. Distinctive features include a requirement that client accounts be held at a specified custodian (Schwab Institutional) rather than permitting clients to direct brokerage and a practice of limited custody solely for fee deduction. The brochure also discloses that firm personnel may trade in the same securities as clients and that transactions may be aggregated with client orders, with procedures intended to allocate client trades first.
To learn more about the advisors currently working at Durkin Investment 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.
Name |
Location |
Years of experience |
|---|---|---|
Spring Lake Heights, NJ
| 13
|
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