DHR Investment Counsel is a full-service financial consulting firm. We take the time to know you and tailor our services to meet your unique needs. If you want a strong, long-term relationship with your wealth management partner, DHR wants to help you succeed in reaching your goals in life - financial and otherwise.
We serve only the interests of our clients; we have no financial ties to outside institutions. Our investment approach is disciplined and distinctive. We employ life-long planning strategies that evolve to reflect your changing circumstances. We never "hold" your money; all our client portfolios are held by independent custodians who report and account directly to you.
We serve only the interests of our clients; we have no financial ties to outside institutions. Our investment approach is disciplined and distinctive. We employ life-long planning strategies that evolve to reflect your changing circumstances. We never "hold" your money; all our client portfolios are held by independent custodians who report and account directly to you.
Services
Founded in 1987, DHR Investment Counsel, Ltd. is a Registered Investment Advisor that provides investment management and counsel, financial planning and advice. We understand our clients as whole people and deliver comprehensive financial services. We help each client plan for and achieve their unique, individual vision for financial success.
DHR's services begin with understanding you as a whole person, including your family and your life circumstances. They include planning and decision-making to help your family, protect your lifestyle, achieve financial comfort, plan retirement, and build a legacy. We also believe it's important to develop strong relationships with your other professional advisors, to harness and focus all their expertise for the benefit of you and your family.
When meeting us for the first time, many of DHR's clients arrive concerned or even panicked about a challenging financial situation. We help sort it out, address it and solve it. Then we create a plan to achieve their goals. Long-term relationships with our clients allow us to follow their progress and make adjustments to support their success.
DHR's wealth management services* can simplify your life by streamlining and organizing your financial affairs so you can focus your time and energy on other things that are important to you. We help you achieve your own definition of financial success.
Whether you're seeking secure income in retirement, long-term capital growth, a legacy for your loved ones, or to benefit a charitable cause, we'll help you identify your specific goals and cultivate the resources to accomplish them.We address the risks that can threaten your ability to accomplish your goals, and we develop strategies to manage those risks.
Whether you're seeking secure income in retirement, long-term capital growth, a legacy for your loved ones, or to benefit a charitable cause, we'll help you identify your specific goals and cultivate the resources to accomplish them.We address the risks that can threaten your ability to accomplish your goals, and we develop strategies to manage those risks.
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