Our Values

What distinguishes our service at Dartbank Wealth is our personal emphasis. It is built around you — your goals, your time frame and your tolerance for risk. As your needs change, our ongoing management process helps ensure that your assets evolve with you. We employ a disciplined process to help manage assets.

The result is a well-tuned asset management process designed to respond to your individual needs while also responding to the dynamics or the markets. We aim for:

• Understanding your long term goals and objectives
• Determining your tolerance for risk
• Establishing a formal asset allocation strategy
• Diversifying across asset classes
• Reporting back to you with easy to read state of the art performance monitors

We assist you with navigating the world of wealth creation, accumulation and management. We are dedicated to understanding your needs and achieving your financial goals by offering quality advice and opportunities and by providing superior service.

Your goals and objectives guide us as we take the helm of your wealth management strategies. Our comprehensive and integrated approach to planning, investment advice and risk management help you to fully understand the issues and make informed decisions with which you are comfortable. We present the options, you make the choices.