DHR Investment Counsel Ltd.

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General Info

Founded in 1987, DHR Investment Counsel, Ltd. is a Registered Investment Advisor that provides investment management and counsel, financial planning and advice. We understand our clients as whole people and deliver comprehensive financial services. We help each client plan for and achieve their unique, individual vision for financial success. We pursue long-term investment portfolio success using sound philosophy and a firm but flexible discipline. Our investment approach is based on strong theory and compelling evidence, executed carefully and consistently. Our clients share enduring relationships with us and we care deeply about each and every one of them. Several of our clients have been with us since we founded the firm. Keywords: Financial Planner, Wealth Management, Financial Advisor, Fee Only, Money Art, Art Collection, Investment Planning, Coordination Services, Asset Allocation

Email

Email Business

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Neighborhoods

North Oakland, Rockridge, Shafter

Other Link

website

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Retirement Planning Services

Reviews

Details

Phone: (510) 596-2580

Address: 5435 College Ave Ste 200, Oakland, CA 94618

Website: website