DAWSON INVESTMENT MANAGEMENT

Overview

Dawson Investment Management is a small, independent registered investment adviser operating as a sole proprietorship and focused on financial planning and portfolio management for individuals, families and small businesses. The firm charges clients primarily as a percentage of assets under management, with the option for hourly fees for planning work. Filings show the firm is not an active ESG investor and does not present itself as a multistate or pension consultant adviser. Investment activity is conservative and manager-driven: the firm favors pooled public funds as the core building blocks of client portfolios and supplements core allocations with third‑party managers where appropriate. The client base is a mix of individual and family clients and some institutional relationships, with discretionary portfolio authority over the majority of assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices