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The DG Difference The D&G Difference
In all that we do, the cornerstone principle we follow is to place the best interests of each client first.

We are passionate about our work and about building successful, long-term relationships with our clients.
Clients First
In all that we do, the cornerstone principle we follow is to place the best interests of each client first. As an SEC Registered Investment Advisor, we take seriously our position as a fiduciary, bound legally and ethically to the highest standard of care, prudence and integrity in our work on behalf of our clients. This standard underlies the investment decisions we make, the advice we deliver, and the responsive, personalized day-to-day service we provide.

Customized Portfolios
We believe that whether the client is an individual, trust, endowment fund or retirement plan, numerous factors must often be considered in the development of an appropriate investment strategy. Income or long-term growth objectives, risk tolerances, time horizons, tax or estate planning issues, organizational requirements can vary widely from one investor to another, and a well-crafted strategy (or combination of strategies) is one that takes all relevant factors into consideration. Lots of investment firms offer “cookie cutter” investment solutions, efficient for the advisor, but often not the best answer for the client.

Disciplined Investment Methodology
As famed investor Benjamin Graham wrote, "the essence of investment management is the management of risks, not the management of returns. Well-managed portfolios start with this precept." For over a quarter century, D&G's investment approach has applied the following foundational principles:

1. Diversification: Exposure to multiple asset classes through asset allocation and diversification within individual asset classes are essential to achieving solid, risk-controlled long-term returns.

2. Discipline: Rigorous, objective, and continual analysis lies at the heart of a successful investment process.

3. Valuation: In the long-run, valuation (the price paid per unit of value) is the most important determinant of investment returns. An overvalued asset will ultimately yield a lower return than an undervalued asset.


Experienced Team
Our Portfolio Management team boasts over 200 years of combined investment experience and our administrators average over 15 years in client services.

Multi-Discipline Expertise
We take a holistic approach to our clients' financial needs. Through our in-house expertise in financial and retirement planning and through the tax and estate planning expertise of our strategic partners, we are uniquely qualified to deliver objective advice on the full range of financial issues.

Commitment to Excellence
We are passionate about our work and about building successful, long-term relationships with our clients. Our goal is to help them achieve their goals. We are committed to the pursuit of excellence—a never-ending and exciting journey.


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