Selecting the right investment advisor is an important life decision. You want someone with integrity and honesty who works to understand your unique needs and situation. The Dumaine Investments team is dedicated to personal service and taking the time to get to know you and your specific financial goals. Our bottom line is helping you improve your financial outlook.
At Dumaine Investments, we are wealth managers. We are not brokers. As an investment counseling firm registered with the Securities and Exchange Commission, we are fiduciaries acting only in your best interests. We do not receive commissions for our services but rather are paid solely by our clients’ management fees. As a result, we have no inherent biases in our recommendations. Instead, our interests are closely aligned with our clients’ as our fees are based solely on the assets we manage.
Delivering results requires education, experience, and sound judgment. Where you see obstacles, we see opportunity. We not only examine your portfolio as a whole, we also listen to any concerns you might have about your individual investments. After we have carefully evaluated both your portfolio and your concerns, we will discuss how we can better serve you. If you are looking for a unique personalized approach for your investments, please give us a call at (504) 521-7350.