Personalized Wealth & Investment Management
Together we create a strategy to organize and manage your wealth. With Dogpatch Capital you can relax knowing you have a trusted advisor looking after your best interests – today and tomorrow.
You worked hard for your money. Now take the next step and let Dogpatch Capital develop a strategy to help you meet your financial goals. Don’t entrust your savings to an algorithm with a portfolio of generic investments – get the attention and sophistication you deserve.
Fortify Your Wealth
Proud owner of a significant position in a single stock? Consider an options strategy to reduce your risk. A covered call program can generate income and enhance an exit strategy. A collar will limit the range of returns and helps reduce risk.
How We Help
We create a portfolio tailored to your needs and desires. That portfolio is based on a set of guiding principles which are proven and solid utilizing mutual funds, ETFs, closed-end funds, stocks, options, and bonds, and annuities.
The Guiding Principles of Our Investment Philosophy
Show You the Money
Upload a copy of your investment portfolio through a secure connection to our Box account and we will show you a side-by-side comparison quantifying the advantages of a model portfolio of equal risk.