Dhody Investment Group provides customized investment management and financial planning services tailored to individuals, high-net-worth families, trusts, estates, and businesses. The firm acts in your best interest and works closely with you to understand your goals, time horizon, and risk tolerance before designing a personalized investment strategy. Portfolios may include cash and cash equivalents, exchange-listed equities, mutual funds, fixed income securities, and private investments such as hedge funds. In addition to managing investments, Dhody Investment Group offers financial planning covering retirement, personal savings, education funding, insurance needs, and overall financial consulting. The firm emphasizes long-term strategies and ongoing portfolio oversight while helping clients navigate complex financial situations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment advisory fees range up to 1.00% annually and are based on assets under management. Fees may be negotiable at the sole discretion of the firm.