Our Investment Approach

Bottom-Up Investing. Top-Down Risk Management

We combine fundamental security selection with a disciplined view of the broader economic environment. Our portfolios emphasize durable businesses, income generation, long-term capital appreciation, and strategic diversification across sectors and industries.

DDIMG's proprietary 14-Point Macro Risk Framework complements this process by monitoring key indicators across financial conditions, credit markets, interest rates, economic activity, and consumer health—helping us evaluate changes in the broader risk environment as we actively manage client portfolios.

What We Do

Utilizing industry leading research, technology and software - we have a wide range of capabilities including but not limited to:

• Goals based financial planning

• Multi-asset class income investing

• Tax minimization strategies

• Concentrated stock services

• 401k consulting

• Corporate cash management

• Securities based lending

• Retirement income planning

• Healthcare expense planning

• Endowment accounts

• Charitable services

• Private foundations

What We Don’t Do

• We do not build client portfolios around packaged investment products such as mutual funds, UITs (Unit Investment Trusts), or annuities. Instead, we generally favor direct ownership of individual securities, providing greater transparency and control over portfolio construction. Our clients have a clear understanding of what they own, why they own it, and what they are paying.

• We do not charge commissions. As a fee-only Registered Investment Advisor and fiduciary, our fees are structured as an incentive to grow client money over the long term.

• We do not charge a separate financial planning fee for clients that meet our minimum AUM criteria.

If you have a minimum of $500,000 of combined investable assets, call us for a consultation.