DDO ADVISORY SERVICES, LLC

Overview

DDO Advisory Services, LLC is an independent registered investment adviser that operates primarily as a non‑discretionary capital allocator and financial planning practice. The firm favors pooled public funds and mutual fund vehicles as its primary portfolio building blocks and supplements those with third‑party alternative managers in targeted areas such as real estate and managed futures. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and selection of other advisers — a structure that positions the firm more as an allocator and adviser than a high‑turnover trading shop. The firm also functions as an insurance broker, a capability it uses in client solutions that include annuities and other insurance‑based products. Fee arrangements include a percentage of assets under management plus hourly charges for planning or advisory consulting. DDO Advisory Services registered with the SEC in 2024 and serves both individual/family and institutional clients.

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Location & Offices