Phoenix, AZ Office

Dutch Asset Corporation (DAC) advises individuals and high‑net‑worth clients as well as pension and profit‑sharing plans, charitable organizations, and corporate or business entities. Its services include ongoing portfolio management, financial planning, and pension consulting, and the firm may direct clients to third‑party managers or hedge funds as part of its advisory relationships.

DAC develops an Investment Policy Statement for each client and provides both discretionary and non‑discretionary management, using fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and security selection. Investment implementation may include long‑ and short‑term trading, margin and options strategies, model portfolios, and allocations through separately managed accounts administered by third‑party advisers.

Noteworthy features in DAC’s brochure include the firm’s relationships with institutional business entities beyond typical pensions — including insurance‑company clients — and its explicit use of derivatives (options) in client strategies, including within separately managed accounts, which are relatively uncommon among similar team firms. The brochure also discloses the use of third‑party promoters for client referrals and that some representatives are licensed insurance agents, both of which the firm documents as potential conflicts in its compliance policies.