Intelligent Investing
Disciplined Equity Management is an SEC registered investment advisory firm that provides customized wealth management solutions for affluent investors. Rather than fret the whims of the market, our clients sleep well knowing that our comprehensive planning process, institutional quality portfolios, and disciplined investment approach will deliver a truly successful lifetime investment experience. Welcome to Intelligent Investing.
Read the latest quarterly news from Founder and Senior Portfolio Manager Don Davey.
2025 Q1 Newsletter >
DFA applies the very best of academic research to the practical world of investing. Learn More >
Our Philosophy
Four Pillars of Success
Disciplined Equity Management, Inc. utilizes their Four Pillars investment philosophy to create the road map for successful investing. Learn how DEM can build your portfolio through their Four Pillars approach.