The DTIM Difference
At Danda Trouvé Investment Management, our goal is to simplify your complicated money matters so that you can reach your financial goals with confidence and peace of mind. To achieve this, we get to know you personally so that we can provide comprehensive financial planning tailored to your unique situation.
Managing your investment portfolio is a fundamental part of our services. But we offer much more. We also provide honest, straightforward advice to help you navigate the financial aspects of major life events—marriage, retirement, divorce—and other milestones, such as purchasing a second home, paying for college, or funding a new business venture.
If you ask our clients what makes us different, they would tell you we always have time for them, and our advice is always based on what’s best for them. With DTIM, you get a combined 41 years of financial expertise and great customer service from a team who genuinely cares.
Who We Serve
Although each one of our clients is different, we’ve found over the years that they share some common attributes. They are looking for a long-term relationship with a financial advisor who does more than just invest money. They want to feel confident that their wealth is being professionally managed to achieve growth and stability, so that they can live life to the fullest—without worrying about daily market changes. Above all, they trust us to provide perspective and guidance that ultimately helps them make smart decisions with their money so they can achieve their life’s goals.
To be able to meet our clients’ expectations, we’ve always been a smaller firm. This ensures we always have the time to speak with our clients, and we have a manageable-sized portfolio that we can keep an eye on. We specialize in working with people who have $500,000 to $2.5 million in investable assets, and who are comfortable delegating the responsibility of investment management to our firm.
We use a “total return” investment approach to maximize returns with minimal risk. This means that although our portfolios may not significantly outperform a rising market, they also typically won’t lose as much in declining markets. And our ideal client values this balanced, somewhat conservative strategy, and knowing their money will be there when they need it.