D.B. Root & Company - Financial Planning - Services

Years of study and research have formed our methodology. As an independent family wealth manager, our investment approach focuses on risk management, global diversification and best-of-class managers.

What sets D.B. Root apart is our investment process -- a strategy of absolute return investing based upon daily risk management and uncompromised independent research.

We take advantage of an extended network of research experts:

Hedgeye Risk Management is an online research firm that offers real-time investment research and risk management strategies. Located on Yale University's campus, Hedgeye's platform operates as a virtual hedge fund identifying global investment opportunities and market risks.

Coghill Investment Strategies is an unbiased, comprehensive research partner that provides asset-allocated portfolios focused on an investor's risk tolerance, objectives and time horizon.

Our Commonwealth Financial Network partnership gives us access to a team of investment research specialists. Each member brings a breadth of industry experience within his or her own specialization.

Algorithmic Solutions takes a disciplined, tactical approach to the occurrence of global economic changes and provides asset allocation rebalancing based on its risk management model.

Management of your investments should be a simple, results-driven process. D.B. Root's disciplined approach is to reduce risk and preserve capital. We strive to help you find financial confidence and a sense of security.