Welcome to Dorchester Advisors.
We manage investments for investors by providing comprehensive services ranging from setting investment strategy to managing portfolios.
We offer an alternative to the high-cost, high-complexity solutions that are currently heavily marketed in the industry.
We invest portfolios of successful professionals and wealthy families using innovative solutions and proprietary analytical techniques.
Clients rely on us to address such issues as:
· How will I achieve my financial goals?
· How should I react to the current market conditions?
· Is my portfolio correctly structured for today's markets?
· Have I made the correct investment selections in my 401K Plan?
· When should I exercise my stock options?
· What should my gifting approach be? Will my portfolio support it?
· Is my portfolio strategy consistent with my estate plan?
