A complete list of active advisors currently associated with Dutch Asset Corporation

Warmer can help you find a great advisor at Dutch Asset Corporation or one who fits your needs even better.

Dutch Asset Corporation advises a mix of individual and high‑net‑worth clients as well as pension and profit‑sharing plans, charitable organizations, and corporate entities, offering discretionary and non‑discretionary portfolio management, pension consulting, financial planning, and referrals to third‑party money managers. The firm documents client objectives in Investment Policy Statements and provides ongoing portfolio monitoring and implementation across mutual funds, equities, fixed income, hedge funds, ETFs (including precious‑metal ETFs) and non‑U.S. securities. DAC’s investment process combines fundamental and technical analysis with modern portfolio theory, and it uses both long‑ and short‑term trading techniques; the firm’s stated trading toolkit includes margin and a range of options strategies (covered, uncovered and spreads). DAC seeks best execution through recommended custodians and may receive research or other soft‑dollar benefits from broker‑dealers; it also reviews accounts at least annually and tailors model portfolios to client restrictions. What is atypical for a team firm of this size is DAC’s involvement with insurance‑related activity and more active derivatives usage: some representatives are licensed insurance agents and the firm works with corporate-type clients, and the brochure discloses the use of margin and complex options strategies in client accounts. The firm also directs clients to third‑party managers (including hedge funds) and documents policies intended to allocate trades fairly across client accounts, which may distinguish its service mix and operational practices from many peers.

To learn more about the advisors currently working at Dutch Asset Corporation, 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.