At The Durkin Dietz Group, we construct income producing and growth-oriented portfolios that are tailored to meet your lifestyle, benefit your values, and see your vision through. You have a story to tell and a legacy to live.
The future is important, but the present is just as crucial. The essence of our portfolios is focused on investments that not only promise compounding growth over time, but also present-day income generating elements. Our financial planning approach ensures your wealth is appreciating over time, while simultaneously paying you increasing dividends.
We know that losses hurt more than gains. With an institutional type thought process and extensive analysis, our strategies are executed with discipline and longevity in mind to create long-lasting wealth and are devoid of emotions and trends. Careful consideration of large economic and market conditions is embedded in every step of the investment process. A rigorous bottom-up, fundamental analysis is then applied to each asset along with carefully considered buy-and-sell ranges in order to minimize downside as much as possible. This renders an exceptional and strategically diversified portfolio that is then actively managed by consistently monitoring and rebalancing to make sure you're staying on track towards your goals.
By not being limited to proprietary products, you can be confident that your money works for you by having access to first-class assets and portfolio-enhancing tools including best-in-class third-party funds, separately managed accounts (SMA), and alternative investments.
Finally, we believe wealth preservation and growth should extend beyond a single generation. Our unique portfolio strategy takes into account intergenerational wealth transfer and an appropriate process is engrained to ensure your financial success is passed down and your legacy is long-lasting.