Invest with Confidence

John Dessauer Investments, Inc. is a state registered investment adviser. After managing billion dollar accounts for large institutional clients around the globe, John established John Dessauer Investments, Inc. and began managing accounts for individuals in 1986. He still oversees each account personally. 

 John Dessauer Investments offers:

• Personalized Management – Each account is managed individually according to our client’s individual needs including: time horizon, income needs and risk tolerance.  
• Accessibility – Our emphasis on personal service includes open communication with John; not a third party go-between. 
• Outside Custody – All client funds and accounts are held in custody by a third party of the client’s choosing.
• Quarterly Reporting – In addition to trade confirmations and monthly statements from custodial firms, clients receive portfolio appraisals each quarter from JDI.
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We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

To learn more about our portfolio management services, please contact us.