Investment Solutions

Personalized Advisory Services

Our highly customized Personal Advisory Service programs offer portfolio management for individuals who want a high level of investment experience and personal service. You receive:

  • One-on-one consultations with your Dorsey Financial Advisor
  • Professional investment guidance based on objective research and customized to your unique objectives
  • A focused investment strategy
  • Ongoing portfolio monitoring and service
  • Rebalancing when appropriate

You have the option to choose whether you want investment decisions to be made by: you; Dorsey Financial Advisors; our team of strategists; or an outside professional money manager.