Stephen A. Dipisa Registered Investment Advisor

Overview

Stephen A. Dipisa operates a small, fee-based registered investment advisory practice structured as a sole proprietorship and focused on serving individual and family clients, as well as small business accounts. The firm’s core advisory work is portfolio management, supplemented by tactical or market-timing services. That combination points to a blended approach: a long-term equity orientation with the ability to implement shorter-term shifts in exposure when the adviser deems appropriate. The firm’s stated preference is equities, with exchange-traded instruments playing a central role in portfolios. Investment decisions appear to be implemented through a mix of liquid public securities for the core of client portfolios and selected third-party products for diversification. The adviser is not positioned as an institutional pension consultant or a multi-state RIA, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices