Advisory Services

Fund Advisory Programs

Dorsey & Company’s Fund Advisory programs are designed to help you take advantage of the expertise of professional money managers through mutual funds or current market trends via Exchange-Traded Funds. This relieves you of the day-to-day investment decisions involved with managing your portfolio.

In addition, these programs help:

  • Create a clearly defined investment strategy
  • Provide a disciplined approach to the financial markets
  • Spread your portfolio among various asset classes or sectors to ensure your investments are well-diversified and balanced
  • Monitor the changes and trends in the markets and adjust your holdings as necessary

To learn more about our Mutual Fund and Exchange-Traded Fund Advisory Programs or request a free copy of our advisory disclosure statement, contact a Dorsey & Company financial advisor today.

The investment return and principal value of these investments will fluctuate, and shares, when sold, may be worth more or less than their original cost.

Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors.