Facts and Insights
DORSEY, WRIGHT & ASSOCIATES, LLC is a financial advisory firm that specializes in providing investment strategies and portfolio management services to their clients. With a team of experienced professionals and a strong track record of success, this firm has become a go-to resource for individuals and institutions seeking expert financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 18 years |
As shown in the table above, DORSEY, WRIGHT & ASSOCIATES, LLC has a significant amount of assets under management, a small team of dedicated advisors, and almost two decades of experience.
Financial Services Offered
DORSEY, WRIGHT & ASSOCIATES, LLC offers a wide range of financial services, including but not limited to:
- Investment planning and management
- Retirement planning and management
- Estate planning
- Tax planning
- Risk management
Client Types
This advisory firm caters to a diverse range of clients, including individuals, families, and institutions, such as corporations, non-profit organizations, and foundations. They are dedicated to providing personalized services tailored to each client’s unique financial needs and goals.
Fees & Compensation
DORSEY, WRIGHT & ASSOCIATES, LLC operates on a fee-only basis, meaning they do not earn commissions or receive any compensation from third parties. This fee structure aligns their interests with those of their clients and ensures transparency and objectivity in their recommendations and services.
Background
DORSEY, WRIGHT & ASSOCIATES, LLC was founded in 2003 by Tom Dorsey and John Lewis, who saw the need for a systematic and disciplined approach to investing. With their combined expertise and passion for financial markets, they have built a successful firm that is known for its innovative investment strategies and exceptional client service.
Financial Advisor Disclosures to Know
DORSEY, WRIGHT & ASSOCIATES, LLC has a clean record with no legal or regulatory actions taken against them. They prioritize ethical and compliant practices, providing clients with the peace of mind that their investments are in safe hands.