DEWITT AND DUNN FINANCIAL SERVICES, LLC

Overview

Dewitt And Dunn Financial Services, LLC is a small, client-focused RIA-style adviser that combines insurance brokerage with discretionary wealth management. The firm acts as a capital allocator, sourcing and selecting third-party managers for client portfolios rather than relying solely on in-house portfolio construction. Its client base is individual and family households and it charges fees as a percentage of assets under management. Investment activity skews toward pooled public vehicles—mutual funds and other public funds are the dominant holdings—while the firm also allocates to real estate exposure, primarily through REITs and real-estate-focused third-party funds. Dewitt And Dunn performs adviser selection for alternative allocations and integrates insurance solutions into financial planning, reflecting its dual role as an insurance broker and investment adviser. The firm does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices