Is Your Financial Advisor’s Investment Strategy Based on “Feelings?”

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We believe that an investment process should be data-driven and simple to understand, with low cost and transparent investments. Not based on ‘feelings.’

Does your portfolio have a proper balance of risk and return?

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D. B. Root & Company ("D. B. Root”) is an SEC-registered investment adviser located in the Commonwealth of Pennsylvania. D. B. Root may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to the registration status of D. B. Root, please contact the SEC on its website at www.adviserinfo.sec.gov. A copy of D. B. Root's current written disclosure brochure discussing the firm’s business operations, services and fees is available from D. B. Root upon request.  References herein to D. B. Root as a “registered investment adviser” or any reference to being “registered” does not imply a certain level of skill or training.

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D.B. Root makes all reasonable efforts to ensure that the information contained on the Site is accurate and reliable; however, errors sometimes occur.  we make no representations as to the accuracy, completeness, or timeliness of any information prepared by an unaffiliated third party, whether linked to or incorporated herein, and take no responsibility for such content.  Content containing information provided by third parties represents the views and opinions of the third-party authors, and D.B. Root does not express any opinion regarding such third-party views or opinions.

Learn more about the D.B. Root approach

To learn more about the D.B. Root approach, or discuss a FREE second opinion on your current wealth building strategy, or call: 412-227-2800

Where to find us:

MID-ATLANTIC REGION

 

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

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

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Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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