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Our Value Proposition

Satisfying client needs with firm integrity, individual service, academically and evidence-based investment philosophy and fiduciary standards.

A Fee-Only Registered Investment Advisor Providing a Fiduciary Standard of Care

We are obligated to place our clients’ best interests first and foremost under the Investment Advisers Act of 1940.

Independent

  • Not affiliated with any brokerage, insurance company or mutual fund family
  • Accepting no third-party compensation

Portfolio Construction Based Evidence Based Research

  • Strategic asset allocation incorporating the tenets of Modern Portfolio Theory, Capital Asset
  • Pricing Model and Three-Factor Modeling
  • Incorporating Small Cap and value tilts on portfolios
  • Risk tolerance assessment and creation of investment policy statement
  • Focus on tax efficiency
  • Periodic, disciplined re-balancing using tolerance ranges
  • Separate account management for fixed income portfolios

Institutional Class Mutual Funds (Within Managed Accounts)

  • Evidence-based, asset class investing
  • No-load, no 12(b)1 fees
  • Low portfolio turnover
  • Low operating expenses and transaction costs
  • Tax-managed funds when appropriate
  • Dimensional Fund Advisors, Vanguard, Bridgeway

Client Planning Services

INVESTMENT PLANNING

Portfolio Construction

  • Current portfolio analysis
  • Assessing the ability, willingness and need to take risk
  • Determining appropriate asset location: Taxable vs. Tax-deferred
  • Bond portfolio management services

Portfolio Management

  • Rebalancing
  • Tax Management
  • Performance Tracking

PLANNING FOR LARGE CAPITAL COMMITMENTS

Education Planning

  • Selecting appropriate funding vehicles
  • Payment strategies: transfer of assets, financing
  • Determining appropriate asset allocation

Retirement Planning

  • Selecting appropriate funding vehicles
  • Retirement analysis using Monte Carlo simulation
  • Employee benefit decisions: maximizing employer-sponsored plans

Major Purchases

  • Funding and finance decisions

RISK MANAGEMENT:
LIFE, DISABILITY, LONG-TERM CARE AND PROPERTY & CASUALTY INSURANCES

  • Needs Assessment
  • Review of existing coverage

ESTATE PLANNING, WEALTH TRANSFER & WEALTH PROTECTION

  • Determining the Appropriate Strategy and Vehicles
  • Charitable Gift Planning

COMPLIMENTARY PORTFOLIO REVIEW

Questions about your portfolio or seeking a second opinion? Contact a member of our team.

* Dopkins Wealth Management, LLC is a registered investment advisor owned by the partners of Dopkins & Company, LLP.

Learn more about our Value Proposition

Download a copy of our print-friendly brochure.

Do What You Love.
Love What You Do.

It’s about balance. The variety and quality of the clients, along with access to the latest technology and business information keeps the work interesting.

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Three Dopkins Employees

Opportunity Awaits

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