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 sophistication you deserve.

How We Help

Planning

We guide you through the financial planning process to uncover opportunities in investment, insurance, education, tax and estate planning.

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Investment Management

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.

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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

Fortify Your Wealth

Proud owner of a significant position in a single stock?

Consider an options strategy to reduce your risk. A collar will limit the range of returns and helps reduce risk.  A covered call program can generate income and enhance your exit strategy.  

AdamADAM J. GOULD, FOUNDER AND WEALTH ADVISOR

Adam has been helping high net worth individuals manage their financial lives since he started with the investment management division at Lehman Brothers in 2006. He is a graduate of the University of California, San Diego, and a Certified Financial Planner (CFP®).      

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 Dogpatch portfolio of similar risk.

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