Many local suburban wealth management firms try to get by without professional in-house portfolio managers on their staff. With us you'll find in-house investment specialists working alongside qualified wealth management advisers, who know you and your portfolio strategy, including individual securities and positions. They are available to discuss your portfolio with you in person or over the phone, whenever you wish.
Our in-house institutional portfolio management capabilities match downtown sophistication in every way, with more attention to the personal details and customer service. Dorion-Gray will never see you as just an account number, but we will provide in-house portfolio analysis on securities, stocks, bonds, mutual funds and investment trusts. Additionally, your portfolio transactions are fulfilled on one of the largest trading platforms in the country.
We bring strong, diverse products and proficiencies to the management of your portfolio.
- Sophisticated wealth management systems
- No proprietary investment products
- Open architecture
- Fee based
- Easy to understand cost
- Disciplined approach to every investor
- Broker/dealer network through one of the largest clearing firms in the U.S.
- Custody services via National Finance Services, LLC. www.nationalfinancial.com
- Overall dedication to complete customer service.