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What makes H.S. Dreher Capital Management, LLC unique?

1

 

Firm has been in business managing investments for over 20 years.

 

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2

 

Firm operates on a Fee-Only™ basis, meaning it does not earn commissions on ANY investments it buys and sells for your account.

 

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3

 

The firm has a specialty: designing, building and managing retirement portfolios for retirees and individuals planning for retirement.

 

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4

 

All of the firm’s clients have a written Investment Strategy that can be reviewed periodically to determine if it is being followed and if it is working.

 

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5

 

The firm has no affiliates. This independent status facilitates objective advice.

 

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6

 

For select accounts, the firm has the capability to choose individual investments in stocks and bonds, eliminating management fees that you pay mutual funds or WRAP accounts.

 

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7

 

Principals of the firm manage your investments: when you talk to us you are talking to the decision maker.

 

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8

 

Principals of the firm have post college degrees that include MBA and CFP.

 

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9

 

The firm’s most important attribute are its clients, who trust us to place their interests ahead of our own.

 

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10

 

Our greatest accomplishment was the manifestation of this trust in Q4, 2008 and Q2, 2009, near the center of the market meltdown. Unlike the experience of many advisers, the firm’s assets under management and its number of clients INCREASED during these periods.*

 

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* Schwab 2009 Benchmarking Study