ASSET MANAGEMENT

Asset Management: The World Has Changed

Once the defining value proposition of an advisory relationship, investment management has become a commoditized offering.  We firmly believe that asset management exists to support the financial plan, and the financial plan exists to protect one’s assets.  The two must be interwoven to solidify your financial foundation.

Our Investment Philosophy

“The rate of change of both economic growth and inflation are the two most important factors driving asset allocation and security selection.”

Mike Aroesty, CFP®

Investment Committee Chair

Investments that are simple to understand, transparent to the client and low cost to implement.

  • Investment Committee with more than 200 years of combined experience
     

  • Data-driven research

  • Four Seasons asset allocation process
     

  • In-house professionally managed stock portfolios

DBR Four Seasons Process

Our research partner Hedgeye provides analysis focused on economic GROWTH, INFLATION and Federal Reserve POLICY (GIP) which are the core variables that drive investment performance. Using GIP as our lens, we created our own Four Seasons Investment Process, which together with our clients’ level of risk tolerance, forms the foundation of our asset allocation process. Each season represents a specific period in the economic cycle which should have a unique allocation to stocks, bonds and cash.

Spring

GROWTH

ACCELERATING

INFLATION

DECELERATING

FEDERAL RESERVE POLICY

NEUTRAL

Summer

GROWTH

ACCELERATING

INFLATION

ACCELERATING

FEDERAL RESERVE POLICY

HAWKISH

Fall

GROWTH

DECELERATING

INFLATION

ACCELERATING

FEDERAL RESERVE POLICY

PRESSURED

Winter

GROWTH

DECELERATING

INFLATION

DECELERATING

FEDERAL RESERVE POLICY

EASY

 Learn more about our Four Seasons Asset Allocation process 

If your ability to invest has changed recently – whether it involves a sale of your business, retirement, inheritance or other life event – DBR & CO can help guide you. To learn more about our investment process, or to receive a copy of our current season’s playbook, contact our Investment Committee Chair, Michael Aroesty, CFP®

DOWNLOAD OUR
2Q 2020 Market Commentary

For valuable insight on today’s investing environment, download Michael Aroesty’s 2Q 2020 Market Commentary

Learn more about the DBR & CO approach

To learn more about the DBR & CO approach, contact DBR & CO CEO David Root

d.rootjr@dbroot.com   412-227-2800

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

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Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

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© 2020 DBR & CO  View Disclosures  Compliance Documents