Building Trust:

Essential to building a successful investment relationship between advisor and client is communication. Our investment process begins with understanding your objectives, tax rate, tolerance for risk, income requirements as well as family dynamics. Critical to this process is an assurance of client confidentiality and an open, honest dialogue.

Once your goals and objectives are established, a portfolio is constructed for you. If you are transferring an existing portfolio, we will perform a comprehensive analysis of your securities and asset allocation to determine if changes need to be made. An experienced account officer is assigned to your relationship to make sure that you understand your portfolio, can evaluate its performance and get answers to your questions.

Clients of DNB Advisors have access to some of the most sophisticated money managers in the country. In most cases these managers would require a minimum investment of between two to fifteen million dollars. Through DNB Advisors, our clients have exclusive access for as little as $250,000 to managers such as Goldman Sachs, Sanford Bernstein and Morgan Stanley.

Would you like to know what DNB Advisors could do for your portfolio? Why not give us a call and let us give you a second opinion.

Services We Provide:

Trust
• Revocable
• Irrevocable
• Special Needs
  
  Investment Management
• Customer advised
• Discretionary
  
  Guardianships
  
  Custody
  
  Estate Settlement