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
Practitioners who create solutions based on your specific situation. Proud owner of a large position in a single stock? Rick Lehman, Berkeley professor and equity options strategist is qualified to help hedge and generate income on that position.
How We Help
We guide you through the financial planning process to uncover opportunities in investment, insurance, education, tax and estate planning.
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
assets should be evaluated in the context of their impact on the overall investment portfolio
not too much, not too little
it makes sense to pay for active management in less efficient markets
most investments should have entrance and exit strategies
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.