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.