Portfolio Management

Many advisors employ cookie-cutter, algorithm driven portfolios. Not us. We invest time to know our clients. Our recommendations will be geared towards your specific goals, timeframe, and risk tolerance. We will never ask you to accept our recommendations in blind faith. Dublin Capital Management is committed to educating clients. Our first test for success is the Sleep Test – does your plan give you confidence to sleep well at night?

We offer investments as Registered Representatives of LPL Financial, the nation’s leading broker-dealer* for independent financial advisors. Being independent allows us to always put the clients’ interests first in the advice we give and the products we recommend.

Dublin Ohio Portfolio Management

Our Investment Philosophy

Our investment recommendations are guided by our core principles:

  • We are independent fiduciaries, investing only in the best interests of our clients
  • We invest for the long term
  • We study the fundamentals of every investment, looking for long-term track records
  • We believe in value shopping, i.e. we look for undervalued investments
  • We like investments that can deliver INCOME to our clients when needed
  • We work to build tax efficient portfolios because after-tax income is what counts

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Being independent allows us to always put the clients’ interests first in the advice we give and the products we recommend.

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