Broker Check

Portfolio Management

At DOME Financial Services, we believe that successful portfolio management begins with you. We seek to create individual portfolios by learning about our clients' needs and goals. Our objective is to create a unique plan focused on long term success. To accomplish this, we utilize a six step process.

Our six steps for success:

  1. Evaluate current holdings and asset protection needs
  2. Determine risk profile and asset allocation strategies
  3. Develop an investment policy statement
  4. Identify new money and risk management opportunities
  5. Monitor quarterly results
  6. Provide integration and coordination of your existing insurance or other financial service relationships

A fee schedule will be provided after the initial meeting, appropriate for your financial situation.