Dumont & Blake Investment Advisors employs several investment strategies to manage client portfolios. Through our investment advisory services, we offer the following portfolio strategies:

CORE EQUITY STRATEGY

The core equity strategy is based on the Multi-Discipline Approach (“MDA”). DBIA has developed and employs the Multi-Discipline Approach to manage client portfolios. The approach is designed to provide consistent, above-average investment returns, with equal or less risk and volatility than the S&P 500. Continue Reading

EXCHANGE TRADED FUNDS (“ETF”) STRATEGY

An Exchange Traded Fund (ETF) is a basket of common stocks designed to replicate a particular index, segment, or sector of the market. The performance and risk of each ETF closely matches the performance and risk of the particular index, segment, or sector being replicated. It has been customary to mix and match different mutual funds to obtain Continue Reading

ENHANCED INCOME OPTION STRATEGY (“EIOS”)

The EIOS strategy is designed to complement a core equity strategy by providing excellent returns in a flat to low return stock market. It is also used to increase income in a diversified equity portfolio strategy. The strategy involves selling put and call options on individual stocks and market indexes. Continue Reading

TACTICAL ALLOCATION STRATEGY

The tactical allocation strategy is strategic asset allocation utilizing a core and satellite approach.This means that we use passively-managed index and exchange-traded funds as the core investments, and then add actively-managed funds where there are greater opportunities to make a difference. Continue Reading

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