DOMINION PORTFOLIO MANAGEMENT, INC.

Overview

Dominion Portfolio Management, Inc. is a corporation that provides fee-based portfolio management for individual and family clients, as well as small businesses. The firm is SEC-registered (since 2019) and charges clients a percentage of assets under management. Its advisory work centers on direct portfolio management rather than running pooled investment vehicles or acting as a capital allocator. Dominion does not identify as an active ESG investor. Industry affiliations listed for the firm include broker-dealer relationships and connections with other investment advisers and accounting professionals, which suggests they operate within a networked advisory model and use third-party service providers to support client solutions.

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