Investment

• Investment Management
  Now for the best part: any child/grandchild of a DDIG client is entitled to our full suite of services including education, investment management, investment planning, and more at NO CHARGE for the first $25,000 invested. We'll teach you how to save, how much to save and in which account you should save (i.e.: personal account, retirement account...) In addition, we'll help with important financial decisions such as buying vs. leasing a car, saving for the first home...etc.
• Mutual Funds
  Our firm is not like most other investment advisors. We are professional money managers. We analyze companies, separate account managers and mutual funds. We track markets, read financial reports, and execute strategies. We build portfolios for wealthy individuals, families, and corporations, primarily by investing in stocks, bonds, and mutual funds. We manage, monitor, and report investment results.
• Bonds
• Wealth Management
  Wealth management means planning for a long, productive life while also preparing for the worst. DDIG can show you how to fill critical gaps in funding your long-term financial goals, while protecting your family from life’s risks. Some of our insurance services are as follows...

Planning

• Financial Planning
  We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
• Retirement Planning
  As more employers eliminate pension plans, the burden of saving for retirement has shifted. DDIG can help bring order to the chaos of retirement planning and provide the information and support you need to make informed decisions that are right for you.
• Annuities
• Long Term Care
  With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years... Read More
• Asset Management
  Because investing involves a number of risks that are often impossible to predict, we moderate these risks by diversifying each portfolio across multiple asset classes to improve its risk-reward characteristics. Using a combination of in-house and independent third-party analysis, we will help you design a sensible asset allocation strategy and then select investments that meet our stringent criteria and that are aligned with your goals and needs.