A complete list of active advisors currently associated with J. Dyhr Capital
Warmer can help you find a great advisor at J. Dyhr Capital or one who fits your needs even better.
The firm provides ongoing investment supervisory services to individuals, trusts, estates, charitable organizations, businesses, and pension plans, and offers incidental financial planning guidance. It also advises participants in defined‑contribution retirement plans and can be appointed as an ERISA 3(38) investment fiduciary for plan sponsors. Portfolios are managed on a non‑discretionary basis, with clients approving transactions prior to execution, and the firm applies an asset‑allocation framework grounded in Modern Portfolio Theory with weekly reviews and periodic rebalancing. Investment selection combines fundamental and technical analysis and typically uses no‑load mutual funds, index funds, and ETFs drawn from a large fund database. What is noteworthy relative to peers is the firm’s small scale and practice of managing all AUM non‑discretionarily, a model that is uncommon among independent advisers. The firm uses Charles Schwab Institutional as custodian (with access to Schwab research), does not vote client proxies, and maintains detailed privacy practices consistent with California requirements.
To learn more about the advisors currently working at J. Dyhr Capital, 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 |
|---|---|---|
Paso Robles, CA
| 2
|
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