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Downtown Investment Advisory

 
ABOUT
Downtown Investment Advisory (DIA) is an independent Registered Investment Advisory firm that provides customized investment advisory services to individuals and charitable institutions. Our goal is to create a long term investment plan for each client and to implement this plan by selecting and managing a portfolio of investments. One of our guiding investing principles is that stocks are not necessarily the best solution for many clients and that fixed income should be considered more often. This philosophy on investing has been developed based on 20 years of institutional investing and navigating through the crashes of 2001-2002 and 2008-2009. As an independent firm we do not have incentives to place clients in ...More

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SNAPSHOT
  • Description: Registered Investment Advisor (RIA). Trading frequency: Daily
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Retirement savings
COMPANY
Downtown Investment Advisory Downtown Investment Advisory (DIA) is a Registered Investment Advisory firm that provides customized investment advisory services to individuals and charitable institutions. Our goal is to create a long term investment plan for each client and to implement this plan by selecting and managing a portfolio of ...More
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