A complete list of active advisors currently associated with Moore, Dorothea Jane

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The firm provides continuous portfolio management and limited investment consulting to individuals, trusts, estates, pension and profit‑sharing plans, and corporations. It manages approximately $28.5 million across 19 client relationships, focusing on a relatively small number of larger accounts. Investment decisions are guided by an asset‑allocation framework and a cycle discipline that combines fundamental and technical analysis with quantitative measures and position limits (initial positions generally capped at 5% at cost and rebalanced around 10%). The firm typically operates under discretionary authority via a limited power of attorney, maintains a long‑term holding horizon, and may employ options strategies—chiefly selling covered calls—to generate income and mitigate short‑term downside. Distinctive features include a principal who holds the CFA designation and long industry tenure with the firm established in 2002, an explicit policy refusing third‑party sales compensation or commissions, and an institutional custody and platform relationship that provides technology and research support. The firm issues its own portfolio reports in addition to custodian statements and offers separate consulting engagements and occasional non‑discretionary arrangements.

To learn more about the advisors currently working at Moore, Dorothea Jane, 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.