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

More Videos

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
Watch Now
“Fragile Value” & “Speculative Growth” Areas to Avoid

“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
Watch Now
The Return to Rationality

The Return to Rationality

The bursting of the easy money bubble marks a huge transition for the markets
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More

Click here for current fund holdings: DUSA