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?

Click here for more information on our  Strategic AIM™ Asset Allocation Process

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 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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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