DHR Investment Counsel is a full-service financial consulting firm. We take the time to know you and tailor our services to meet your unique needs. If you want a strong, long-term relationship with your wealth management partner, DHR wants to help you succeed in reaching your goals in life – financial and otherwise.
As a firm, we seek long term investment success with a dual approach designed not only to manage portfolios successfully but also to help clients understand the major influences on long-term financial success and manage their big issues effectively.
We seek better returns for our clients, using sound philosophy and a firm but flexible discipline, and a strategy based on strong theory and compelling evidence, executed carefully and consistently.
In addition to portfolio risk, other risks in life can push you off the successful path. Some of these risks can be planned away with good estate planning. Some can be minimized with good tax planning. Some can be reduced by undergoing preparation, and some can be rendered less damaging to finances with proper insurance portfolios. All aspects of estate management require regular assessment and ongoing attention; none should be dismissed, and none can be handled forever in just one pass.
Our clients share long-term relationships with us.
Each client's unique vision of investment and financial success guides the entire process because no single formula exists by which all people can measure investment success. True success, for each of us, unifies the emotionally satisfying with the rationally possible. We constantly pursue better understanding, better decisions and management and improved probabilities of success, in both journeys and destinations.
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5435 College Avenue
Oakland, California 94618