How an advisor can help guide clients’ perspective in good markets and bad, fostering the successful compounding of wealth

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A Closer Look inside DUSA (6:09)

A Closer Look inside DUSA (6:09)

Dodd Kittsley, CFA & Davis Director of ETFs, discusses investment themes, types of companies, and the attractive growth / low multiple companies populating the portfolio
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What to Own and Avoid in a Changing Environment

What to Own and Avoid in a Changing Environment

As rates normalize, specific companies attributes may be rewarded or penalized by the markets
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Investment Lessons from My Grandfather & Father

Investment Lessons from My Grandfather & Father

“You make most of your money in a bear market, you just don't realize it at the time”, and other key insights.
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Investor Education
A Market Correction is an Opportunity.
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Click here for current fund holdings: DUSA