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The Fusion of Planning & Money
Management
Many financial planning
firms try to get by without money managers on staff. With us you'll
find in-house investment experts working alongside qualified
financial advisers, who know you and your portfolio strategy,
including individual securities and positions. Additionally, they
will be available to discuss your portfolio with you in person, or
over the phone, whenever you wish.
We offer in-house capabilities that match downtown
sophistication in every way but on- their impersonal approach.
Dorion-Gray will never see you as just an account umber, but we
will provide top-quality securities, stocks, bonds, mutual funds
and investment trusts, backed by one of the largest securities firms
in the country. We bring a full complement of strong, diverse
products and proficiencies to the management of your portfolio:
- Independent research;
- Sophisticated wealth management
systems;
- Broker/dealer network through
Securities America, Inc.
- One of the largest clearing
firms in the U.S.
- Disciplined approach to every
investor
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Overall Service
Dorion-Gray's comprehensive wealth investment and management service
includes:
- Overall Financial Planning
- Investments
- Insurance
- Children's or Grandchildren's Education
- Personal Income Tax Planning
- Family Business Succession
- Planning for Retirement
- Decisions at and During Retirement
- Estate Planning
- Intergenerational Wealth Transfer
- Wills and Trusts
- Philanthropy
- Banking
- Mortgages
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