A complete list of active advisors currently associated with Dyer & Company, L.L.C.
Warmer can help you find a great advisor at Dyer & Company, L.L.C. or one who fits your needs even better.
Dyer & Company provides discretionary and non-discretionary portfolio management and financial planning to individual and high‑net‑worth clients. The firm prepares an Investment Policy Statement for each client, tailors portfolios to stated goals, risk tolerance and time horizon, and offers financial planning on a one‑time or hourly basis. The firm’s investment approach emphasizes modern portfolio theory and long‑term trading, generally using mutual funds, ETFs, equities, fixed‑income securities and real estate funds to construct diversified portfolios. Risk tolerance is documented in the Investment Policy Statement and accounts are reviewed at least quarterly to align allocations with client objectives. Noteworthy operational features include a requirement that clients use Schwab Institutional as custodian, with the firm receiving access to Schwab’s institutional services and related benefits that could present conflicts of interest. The firm also does not aggregate (block) trades across client accounts, which the brochure notes may affect execution quality, and financial planning engagements typically conclude upon delivery of the plan unless additional work is requested.
To learn more about the advisors currently working at Dyer & Company, L.L.C., 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 |
|---|---|---|
Charlotte, NC
| 18
| |
Charlotte, NC
| 0
|
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