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• 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.

Be Strategic

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.

Set an Appointment

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.    

The Guiding Principles of Our Investment Philosophy

Portfolio Perspective

assets should be evaluated in the context of their impact on the overall investment portfolio

Appropriate Diversification

not too much, not too little

Active and Passive

it makes sense to pay for active management in less efficient markets

Market Timing

most investments should have entrance and exit strategies