Dae Wealth Management

DAE Capital Strategies provides ongoing portfolio management and financial planning services tailored to each client's individual goals, risk tolerance, and time horizon. DAE Capital Strategies builds customized investment strategies utilizing mutual funds, fixed income securities, exchange-traded funds, equities, insurance products such as annuities, and private placements. Financial planning services, including retirement planning, tax concerns, insurance analysis, and education planning, are included directly within the portfolio management services at no additional charge. DAE Capital Strategies operates with the authority to make investment trades without asking clients first, following an investment policy statement created for each client. The firm does not have any account minimums.