Borer Denton & Associates, Inc.

Overview

Borer Denton & Associates, Inc. is an independent registered investment adviser that registered with the SEC in 2006. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its primary advisory activity is portfolio management for individuals and small businesses, and the firm also operates with personnel who are registered representatives of a broker-dealer. The firm's public filings and asset mix indicate an equity-first approach, with a preference for exchange-traded equities as the dominant holding type. Investment activity appears centered on liquid public markets, supplemented by allocations to real estate through external managers and traditional fixed-income instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices