Welcome to the Future of
Wealth Management

Thanks for visiting our website. We hope you find this to be a great source of information on financial issues facing today’s astute investor. If you haven’t already done so, please check out our Take Root blog. Here you’ll find helpful tips and commentaries in areas such as retirement income planning and social security.

You’ll also want to view recorded versions of our popular series of financial topics conference calls, The Root Source by clicking on the link to the left. You can watch new calls every month as they occur, by registering on this site. We’ve also placed videos on our site which will help you learn more about D. B. Root & Company, our investment process and the way we work with clients.

An exciting new addition to our site is our page devoted to our research partner, Hedgeye Risk Management. We’ll be providing clips from Hedgeye TV, charts pertaining to important industry matters and other great content. You’ll also want to check in frequently for our Hedgeye cartoons featuring some unique perspectives on issues of the day.

We’ll continue adding new features and content to our website to keep you informed of industry trends and topics. We hope you will visit us often. We’d also love to hear your comments or whether there is anything else we can help you with.

David B. Root CFP®, AIF®
Founder and CEO



At D.B. Root & Company, we employ cutting edge research from one of the industry’s true innovators, Hedgeye Risk Management.

See DavID ROOT’s interview with Hedgeye CEO Keith McCullough



Watch: David Root, CEO, Welcomes You to the Future of Wealth Management

A cartoon from Hedgeye Risk Management


Sure… when you compare the Dollar to its peers in this global #CurrencyBurning gong show, the greenback looks pretty good.