Broker Check

Why We Do It and What Makes Us Different

 

Our Ultimate Goal

To Advance and Protect Your Hard-Earned Wealth.


What Makes Us Different

  1. We will listen to your needs.
  2. We will determine the best way to accomplish your goals.
  3. We will utilize multiple analytical tools to:
    • Assist in decision making
    • Determine weightings
  4. We will monitor investment behavior trends to enhance the investment decision process.

Core Principles

  • Honesty and Integrity
  • Knowledge and Expertise
  • Respect and Values
  • Dependable and Trustworthy


It’s a Matter of Trust

Trust is the foundation of the advisor/client relationship. A client will choose a financial advisor whom they trust the most to handle their private and important matters. The second level is trust in ethical conduct and character.

At D.A.E. Capital Advisors, LLC, we incorporate our financial expertise alongside the values that are most important to you. Your input matters. Our first priority is to LISTEN: What do you need or what financial goals are you trying to achieve? Second, we take ACTION. We want you to succeed financially and will advise and help you reach your goals.