Dauntless Advisory, LLC

Dauntless Advisory provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement outlining the client's situation and construct a plan to select a suitable portfolio. Dauntless Advisory generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities. Clients may impose restrictions on investments, but Dauntless Advisory reserves the right to end the relationship if restrictions prevent proper service.