Dollinger Management Inc.

Overview

Dollinger Management Inc. is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm combines advisory work with accounting services and produces client-facing publications, positioning itself as a small, integrated practice that provides financial planning and portfolio management for individuals and small businesses. Fee billing is percentage-of-AUM, and the firm reports its advisory relationships as discretionary — all assets reported are managed under discretionary authority. Dollinger Management Inc. is not an active ESG investor and does not operate as a multi-state adviser. The practice appears oriented toward customized, account-level management rather than a broad institutional mandate, leaning on a mix of pooled mutual fund exposure and third-party alternative strategies to meet client objectives.

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Investments & Alternatives

Location & Offices