Our Investment Approach

Our advisors will ensure that your retirement program offers appropriate investment options for employees of any age and risk tolerance. We design model portfolios from which your participants can select, that match up with their willingness, ability and need to take risk and the investment horizon(s) they identify.

Asset allocation plays a critical role in any investment decision. Our advisors will determine the appropriate allocation for each participant’s portfolio. Periodic rebalancing will help a participant’s investment allocation in times of stock market fluctuation.

To ensure you participants understand the Dopkins investment strategy that will be used for their portfolio, three key investment principles we stress are:

To learn more about our retirement plan services and how to become a client, please contact Chad O’Connell at coconnell@dopkins.com.


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.

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