Portfolio Management

Together with our Investment Committee, DSF Wealth develops and monitors customized investment strategies for our clients. We strive to understand your needs, tolerance for risk and goals, provide independent and unbiased advice, and develop a disciplined long-term approach for managing and preserving wealth. This approach must be quantified, realistic and customized because every client is unique. Each portfolio requires ongoing monitoring, as both the world and the needs of our clients are constantly evolving.

Disciplined investment strategies