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About Dash Investments |
The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.
Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206.
Read articles by Jonathan Dash |
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General Information |
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States Licensed in: |
All 52 States
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Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations, High-net-worth families
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States Willing to do Business in: |
All 52 States
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Advisory Services Provided: |
Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Financial Advice & Consulting
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Education |
Academic Background |
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Bachelors degree in Finance from the University of Arizona's
Eller School of Business. |
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Services |
Investment Types: |
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)
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Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Firm Information |
Assets Managed by Firm: |
370000000
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Firm's Number of Clients: |
300
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Firm's Number of Planning Clients: |
300
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Firm's Number of Managed Clients: |
300
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Compliance |
Criminal Disclosures in Last 5 years: |
I have a clean record
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Compliance Disclosures in Last 5 years: |
I have a clean record
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Registered Investment Advisor: |
Yes
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Registered Representative: |
Yes
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Investment Advisor Representative: |
Yes
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Acknowledged fiduciary: |
Yes
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Frequently Asked Questions |
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Q. |
What are your qualifications? What is your education background? |
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Our first priority is getting to know you and understanding your goals. By doing so, we can help you design a comprehensive financial plan that is uniquely yours. |
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How are you compensated? How will I pay for your services? |
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I am a 100% fee-only advisor. Fees are based solely on the number of assets under management |
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Will you be the only person working with me? |
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I will be your dedicated financial advisor. |
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