Beverly Hills CA USA, 902122010
Dash Investments is a privately-owned, independent investment advisory firm, managing private client accounts for individuals and families across America. The firm also manages accounts for institutions through its parent company, Dash Acquisitions.\n\nCatering to the individual investor, we offer a full range of investment advisory and financial services, which are tailored to each client’s unique needs. At Dash, all aspects of the investment process are skillfully managed for the client by experienced financial professionals. In addition, each client receives comprehensive financial planning to ensure they are moving towards their financial goals.\n\nFounder and CEO, Jonathan Dash, has been profiled by The Wall Street Journal , Barron’s and CNBC as a leader in the investment industry with a track record of creating value for his firm’s clients.\n\nAll primaries of the firm keep a majority of their investable assets under management alongside client investments – assuring 100% alignment of interests with clients.\n\nAll client accounts are held at well-known, third party custodial institutions that specialize in asset custody and administration.\n\nAs 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. This fee structure aligns our interests with yours – our only incentive is your success.\n\nOur top priority is ensuring that each of our clients receives the guidance they need to achieve their financial goals. This is evidenced by the fact that we have maintained a client retention rate of nearly 100% since our firm’s inception.