AN INVESTMENT FIRM THAT IS TAILORED TO YOUR NEEDS

Dash Investments is a privately owned, independent investment advisory firm, managing private client accounts for individuals nearing or in retirement across America. As a Registered Investment Advisor (RIA) firm with the SEC, we are fiduciaries who put our clients interests ahead of everything else.

We offer a full range of investment advisory and financial services, tailored to each clients unique needs. Our planning philosophy is based on four essential pillars—Financial Planning, Portfolio Management, Tax Planning, and Income Planning—as a comprehensive planning approach to maximize the longevity of your assets and keep you working toward your most important goals.

Principals of the firm keep a majority of their investable assets under management alongside client investments—assuring 100% alignment of interests with clients. All client accounts are held at well-known, third-party custodial institutions specializing in asset custody and administration.

As a fee-only advisor, client fees are based on a small percentage of total portfolio value. We are not a broker and thus earn no commissions from making trades in your accounts or selling you products. This fee structure aligns our interests with yours—our only incentive is your success.

CEO & Chief Investment Officer Jonathan Dash has been profiled by The Wall Street Journal, Barron’s, and CNBC as a leader in the investment industry with a solid track record of creating value for his firms clients.

PUTTING CLIENTS FIRST

When choosing a financial advisor, many clients assume that they will automatically act in their best interest. Unfortunately, that isn’t always the case. In many instances, financial advisors are simply trying to sell products to their customers, regardless of whether those products will help the client reach their goals.

At Dash Investments, we are fiduciaries, and we are proud to commit to the five fiduciary principles which include:

• Always putting our clients’ best interests first
• Acting with prudence—that is, with the skill, care, diligence, and good judgment of a professional
• Not misleading our clients, but rather providing full and fair disclosure of all important facts
• Avoiding all conflicts of interest
• Fully disclosing and fairly managing, in our clients’ favor, any unavoidable conflicts

Dash Investments is registered as an investment advisor with the Federal Securities and Exchange Commission (SEC). A Registered Investment Advisor does not sell specific products to their clients, but instead offers financial solutions. In doing so, our clients’ goals and interests are paramount.

If you would like additional information about the importance of working with a fiduciary, we would be happy to provide you with a few of our articles on the subject.