Dumont & Blake is a fee-based investment advisor committed to helping individuals and families grow and protect their wealth. Our comprehensive approach and impactful strategies secure our clients’ affluence today and for generations to come.
What distinguishes our firm are the personal ways we work to help clients meet their individual goals. Amassing wealth over the long term serves their immediate needs and future wishes.
At Dumont & Blake, we combine decades of investment management experience with the latest financial modeling and analytics. This expertise positions our team to minimize our clients’ exposure in down markets, while capitalizing on market growth.
We welcome you to contact us online, or call 609-514-1899 for a confidential, no obligation conversation.
Life is full of opportunities, objectives, and obstacles.
No matter your circumstances today, Dumont & Blake works to grow your financial wherewithal to overcome the obstacles, leverage the opportunities, and achieve objectives you set for yourself, your family, your future. [more…]
Founded in 1999, Dumont & Blake Investment Advisors has grown to $500 million in assets under management for private clients, corporations, and non-profit organizations.
Our advisors average over 35 years of experience in portfolio management and are SEC-licensed registered advisors, highly educated and experienced in the financial field.
Many of our client relationships extend nearly four decades. Such longevity is a reflection of the quality of our interactions, in addition to the portfolio returns over time. Our clients feel confident with our working relationship.
Dumont & Blake clients work directly with trusted advisors involved in the management of their portfolio account. Our team is readily available, eager to learn about you and your needs, and happy to partner with your other trusted professionals (accountant, lawyer).
As fiduciaries, our obligation is to you, not to a brokerage or platform that’s dependent on commissions or trading activity in your account.
It’s in our best interest for your investments to perform well, because we earn our income based on the success of the portfolio we manage for you. [more…]
Our investment discipline is designed to deliver consistent investment returns relative to our benchmark.
We take pride in the superior level of service we provide to all our clients. Our team is always available to answer your calls during business hours.
Your financial literacy is important. We take the time to clearly explain the nuances of our recommendations, so you feel comfortable in understanding what we do for you.