The D&A investment philosophy centers on long-term strategic asset allocation as the main driver of portfolio returns and diversification amongst asset classes as the primary means of managing risk.  We seek to determine and manage the most appropriate portfolio asset allocation for a client given their goals and stated risk tolerance.

The foundation of our analysis is based on strong academic theory supported by an understanding of the relationships between the returns, risks, correlations and other statistics of the major asset classes.  We believe that high fees and historical underperformance of “active” managers are a detriment to portfolio performance so our main focus is on low-cost passive index-based assets.  We believe a well-diversified portfolio of passive macro asset class ETFs and mutual funds with other assets tailored to your specific needs can help you achieve your goals.

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.