Investment Management
A successful investment program takes discipline, patience, and perseverance.  Having the emotional fortitude to endure the numerous peaks and valleys that the financial markets are subject to is critical to success.  Many people unwisely allow themselves to be affected by the daily gyrations in the market, always buying and selling at the wrong time and for the wrong reasons.

Having a dedicated professional select and monitor you investments can be one of the best decisions you ever make.  Whether you enjoy the process of actively selecting your own investments or prefer to let a professional do it for you, having a trusted advisor to talk things over with can keep you from making mistakes that can cost you a lot of money and lost sleep.

Gary Dossick & Associates, Inc. offers a full range of investment management options to suit the unique investing needs of individuals, families, and organizations.

Our investment process involves doing a thorough review of your current portfolio and its performance to date.  In careful consideration of your unique goals and objectives, we will then custom tailor a portfolio that will help you meet your unique financial and lifestyle goals.

By combining appropriate asset allocation strategies with sensible diversification, we are able to employ various asset classes such as stocks, bonds, mutual funds, exchange traded funds (ETFs), and other investments to help you meet your objectives.  We constantly search and monitor markets and economies all over the world to find promising opportunities for investment capital allocation combined with the careful management of risk to ensure that the volatility of the markets does not leave a portfolio exposed to extreme market downturns.

Whether your goal is capital accumulation or maximizing current income, we can help you design a portfolio that matches your needs.

Contact us to begin a thorough review of your portfolio