Dedicated Investment Advisers LLC

Overview

Dedicated Investment Advisers LLC is an independent, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm combines advisory services with insurance brokerage and accounting activities, positioning itself to serve clients who want integrated financial and insurance advice. It charges fees as a percentage of assets under management and reports a client base made up primarily of individual and family accounts. The firm is not organized as a capital allocator, does not describe itself as an active ESG investor, and is not flagged as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives