DBA Stein Investment Services

Overview

DBA Stein Investment Services operates as a sole proprietorship owned by an individual and provides fee-based portfolio management primarily for individual and family clients, including small business owners. The firm charges a percentage-of-AUM advisory fee and reports a client base made up of private individuals and families rather than institutional sponsors. Advisory activity centers on discretionary portfolio management; the firm does not identify as an active ESG investor, multi-state adviser, pension consultant, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives