Investing

When we founded our firm, we asked ourselves: “If we were clients, how would we want to be advised and served?” Every aspect of our work meets that test.

A “fiduciary” holds something in trust for another person. We at DHR believe that everything you assign to us, we hold in trust for you.

We hold ourselves to the highest fiduciary standards, so we:

  • Serve only you as our client, where we act in your best interest
  • Recommend that Client funds be in the custody of independent, top ranked institutions
  • Manage investment costs carefully;
  • Speak the truth as we know it;
  • Understand the investment risks;
  • Maintain transparency in firm operations;
  • Report to you thoroughly and systematically;
  • Remain accessible to you; and
  • Protect the privacy of your affairs.

With our years of experience in finance, we can help you avoid big mistakes and achieve success. DHR focuses on your long-term best interests.

Money Bag | Renee Magroz
Benjamin Franklin Painted Bills | Robin Clark
Dollar Signs | Peter Silten
Nest Egg | Scott LaPerruque
Money Bag | Renee Magroz

Asset Allocation

We also consider the tax consequences of your investments, especially those in employer-sponsored retirement plans, personal IRA accounts, irrevocable trusts, and personally-owned investment accounts. We’ll place each investment in its optimal tax location.

Benjamin Franklin Painted Bills | Robin Clark

Investment Selection

DHR chooses only investment firms with the highest levels of integrity. We study carefully before investing and continually examine the firms with whom we do business.

Dollar Signs | Peter Silten

Investment Firms

DHR works with a number of investment firms to provide our clients with the highest-quality support. These firms include Charles Schwab & Company, Vanguard, Dimensional Fund Advisors, and Stifel Nicolaus.

Nest Egg | Scott LaPerruque

Security & Privacy

You should never have to worry about the security of your invested funds. DHR places all your funds in the custody of independent national firms, in accounts registered directly and only to you. This separates investment management from investment custody and keeps you in the driver’s seat.