Alternative Investments
The professionals at DM&M offer a broad array of alternative investment solutions to help meet the needs of high net worth, accredited investors who are seeking investments performance and diversification that are not correlated with the traditional markets. The solutions offered include:
- Hedge Funds
- REITs
- Private Equity
- Limited Partnerships
- Exchange Funds
- 1031 Exchanges
Personal Trust Services
Through a relationship with Santa Fe Trust, Inc., NFP Securities Inc., our broker/dealer, offers an option for advisors to manage personal trust assets. Santa Fe Trust is an independent trust company that specializes in providing personal trust administrative services. By working with an advisor who will manage the trust assets, clients obtain a high level of service and personal attention.
Due Diligence
NFP Securities, Inc. conducts extensive due diligence on the products and services available in the market today in order to ensure that we continue to offer you a choice of “best-of-breed” money managers. All approved products and services have been through NFP’s due diligence process, which focuses on the following areas:
- Internal controls
- Investment offering
- Performance history
- Investment discipline
- Benchmarks
- Disclosures
- Personnel
- Operational capacity
Comprehensive and Personalized Financial Advice
As your advisor, our goal is to help you develop and preserve a comprehensive financial plan that outlines your personal goals and objectives. We will assist you in selecting the solution, or combination of solutions, that best suits your financial situation. We take a holistic approach to wealth management and will work with you to ensure that your financial planning blueprint correlates to your goals at all stages of life.
Portfolio Monitoring
We will review your personal situation with you to determine if any changes to your financial plan or investment solution are appropriate. Market conditions, contributions and other factors may cause your asset allocation to shift. We will work with you to monitor your accounts to ensure your portfolio remains aligned with your goals and objectives.
The foregoing has been prepared solely for informational purposes, and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. The information provided has been prepared from sources believed to be reliable, but is not warranted. Information provided is not an inclusive summary for making an investment decision. *Securities and Investment Advisory Services offered through NFP Securities, Inc a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. NFP Securities, Inc. is not affiliated with Dolan, Maloney & Melfa Insurance and Financial Services. www.nfpsecurities.com
Not FDIC Insured. No bank guarantee. May lose value.
