DEM Portfolios

Most money management firms specialize in only one investment style (Large Cap Growth, Small Cap Value, Municipal Bonds, etc). Such firms typically encourage clients to utilize only that particular investment style in an effort to capture the maximum amount of assets. Although focused portfolios may hold many individual securities, they do not offer true diversification.

DEM offers a broad array of investment strategies across multiple investment vehicles, styles, and asset classes. We offer individual stocks and mutual funds, equity and fixed income, large and small, growth and value, domestic and international, and developed and emerging markets. We manage fully diversified portfolios using our disciplined quantitative approach.

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