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      DHR Investment Counsel Ltd.

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      Investment Advisory Service, Financial Planners, Financial Planning Consultants

      5435 College Ave Ste 200, Oakland, CA 94618

      510-596-2580

      OPEN NOW: 
      Today: 8:00 am - 5:00 pm
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      DETAILS
      General Info
      Founded in 1987, DHR Investment Counsel, Ltd. is a Registered Investment Advisor that provides investment management and counsel, financial planning and advice. We understand our clients as whole people and deliver comprehensive financial services. We help each client plan for and achieve their unique, individual vision for financial success. We pursue long-term investment portfolio success using sound philosophy and a firm but flexible discipline. Our investment approach is based on strong theory and compelling evidence, executed carefully and consistently. Our clients share enduring relationships with us and we care deeply about each and every one of them. Several of our clients have been with us since we founded the firm. Keywords: Financial Planner, Wealth Management, Financial Advisor, Fee Only, Money Art, Art Collection, Investment Planning, Coordination Services, Asset Allocation
      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Retirement Planning Services
      Neighborhoods
      North Oakland, Rockridge, Shafter
      Other Link

      website

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