Risk-Managed Investing Customized to your Needs

 

Welcome to Dattilio & Ash Capital Management, LLC (“D&A”).  We are a registered investment
adviser based in Lebanon, NH serving New Hampshire, Vermont and Massachusetts clients.

We provide customized investment planning and portfolio management to high net worth individuals, individuals, families, trusts, businesses, and charitable and other institutions. 

We are a fee-only investment advisory firm serving as a fiduciary offering a
broad range of investment services for all of your saving and investment needs.

 

Who We Are

Our experience guides our work.

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Investment Philosophy

Ready to take the next step?

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Advantages

We believe there is a better way!

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Our Approach

Customizing a plan that's right for you.

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Disclosure:  Dattilio & Ash Capital Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Please first consult a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.  For more disclosure information about Dattilio & Ash Capital Management, LLC and to view the firm's Form ADV Part 2A brochure, please see the SEC Investment Adviser lookup website at https://www.adviserinfo.sec.gov/. Per 950 MASS. CODE REGS. 12.205(8)(a)2., 12.205(8)(f)-(h): Requiring Investment Advisers Registered in Massachusetts to Provide Clients and Prospective Clients With a Stand-Alone Fee Table, please see the Dattilio & Ash Capital Management Fee Table at the link here.