H.S. Dreher Capital Management, LLC is a State Registered Investment Adviser domiciled in North Carolina. The firm operates on a fee-only basis. It does not receive payment or commissions for the sale, recommendation or exchange of securities.
What we do
- Formulation of Investment Strategy:
A strategy identifies the assets that are available for investment and allocates them between income and growth investments.
- Execution of Investment Strategy:
On behalf of our clients, the firm invests in stocks, bonds and No-load mutual funds. In conjunction with these activities, the firm–if requested–will assist clients to select brokers and custodians.
Consolidated statements of assets are prepared quarterly (monthly account statements are furnished by stock brokers, banks and other custodians). Performance reviews are conducted annually.
From time to time, research reports on individual stocks, bonds and No-load mutual funds are offered for sale.
See Important Disclosure Information
** Minimum fees apply. See Management Fees.