The Investment Management Service includes developing an appropriate investment portfolio based on a client’s goals and objectives, tolerance for risk and volatility, time horizon, tax status, and liquidity needs.
Managing risk is a primary objective in positioning client accounts. Jim believes in the concept of "winning the loser's game" which focuses on minimizing high probability-high loss outcomes as a prudent method for managing risk.
Jim implements a dynamic asset allocation model and considers macro-economic research and market psychology to help determine secular and cyclical bull and bear markets. Wave theory and technical analysis are utilized in this approach.
Dobbs Wealth portfolios invest in a wide range of asset classes including alternative investments, investment strategies (e.g. active and passive management, market neutral and total return funds), and investment vehicles (e.g. exchange traded funds, mutual funds, and index funds).
All client money is held at third-party institutional custodians such as Charles Schwab & Co. Under no circumstance does Dobbs Wealth maintain custody of any client funds or assets.
Dobbs Wealth does not represent any other financial company nor does it sell any financial products. Dobbs Wealth embraces its fiduciary relationship to its clients and recognizes this as its primary professional responsibility.
Dobbs Wealth Management Group, LLC ("Dobbs Wealth") is a Registered Investment Advisor. Dobbs Wealth may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Dobbs Wealth's website is limited to the dissemination of general information pertaining to its investment advisory services.
Please contact Dobbs Wealth at (720) 224-1530 to find out if Dobbs Wealth may conduct advisory business in the state or country where you reside. Accordingly, Dobbs Wealth does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Dobbs Wealth representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.