A complete list of active advisors currently associated with R.H. Dinel Investment Counsel,Inc.
Warmer can help you find a great advisor at R.H. Dinel Investment Counsel,Inc. or one who fits your needs even better.
R. H. Dinel Investment Counsel provides customized, discretionary investment management and strategic planning advice primarily to high‑net‑worth individuals, retirement accounts, trusts, foundations and family offices. The firm does not generally serve non‑high‑net‑worth individual clients and structures portfolios to reflect individual client needs and restrictions. The firm’s investment approach centers on intensive research of individual securities, a preference for long holding periods, and a growth‑oriented common‑stock emphasis supplemented by bond allocations when appropriate. Investment policy letters are prepared after client consultations, and portfolios are managed in accordance with those client‑specific guidelines. Compared with many peers, the firm operates with a relatively compact, concentrated client roster and emphasizes highly individualized portfolios that can include client‑imposed social or political restrictions. It also separately offers strategic planning and consultant services for family offices and may select brokers in part for the value of research services rather than solely for lowest commission.
To learn more about the advisors currently working at R.H. Dinel Investment Counsel,Inc., 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 |
|---|---|---|
Los Angeles, CA
| 0
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