5 Step Guide to Complete Retirement Security
A Widely Recognized Leader in the Industry
Our firm’s executives have been recognized by leading publications for their expertise in the management of private and institutional wealth.
“Mr. Dash has a successful track record of creating value.”
ISS/Risk Metrics Group
Read our recent publications written by our Founder Jonathan Dash
Dash Investments Featured in Money Magazine
“This above-and-beyond approach and insistence upon putting the client first are just a few examples of how Dash Investments is redefining asset management. This is why Dash Investments has been recognized as a national leader in wealth management.”
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Dash Investments Featured in Forbes Magazine
“Distinguished by a record of outperformance, as well as a cost effective and transparent fee basis, the firm has been selected as a leading financial services provider known throughout the nation for offering excellent value, superior service and high-level market insight.”
Dash Investments Featured in D Magazine
“We asked every wealth management firm and team in North Texas to help us find the best among their peers. Here are the wealth managers that stand out in 2022.”
Book written by our Founder
Five Steps for Selecting the Best Financial Advisor
Top seller in “Investment & Analysis Strategy”
Audio version now available
Interview: 5 Steps for Selecting the Best Financial Advisor: Jonathan Dash and Jack Waymire
“Jonathan Dash is the Founder, CEO & Chief Investment Officer who personally oversees all investment management and asset allocations for his firm, Dash Investments. Prior to founding his firm, Mr. Dash held positions at several prominent investment management firms, as a senior securities analyst. Over his 20-year career in the investment management industry, Mr. Dash has established a reputation as a successful entrepreneur, turn-around specialist and a superior securities investor. He has been profiled by The Wall Street Journal, Barron’s and CNBC, as a top investment advisor with a track record of creating value for his firm’s clients.”
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