dannasset.com

DannAssetAdvisors

Dann Asset Advisors is a New York registered investment advisor. Dann Asset Advisors provides individualized, customized and tailored investment solutions for its clients. Dann Asset Advisors is an investment advisor with investment advice that is independent and unbiased. Dann Asset Advisors is independent, unaffiliated with Wall Street and focuses solely on the best interests of its clients. Successfully balancing client’s investment goals and investment risk is the objective of Dann Asset Advisors.

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DannAssetAdvisors | dannasset.com Reviews

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Dann Asset Advisors is a New York registered investment advisor. Dann Asset Advisors provides individualized, customized and tailored investment solutions for its clients. Dann Asset Advisors is an investment advisor with investment advice that is independent and unbiased. Dann Asset Advisors is independent, unaffiliated with Wall Street and focuses solely on the best interests of its clients. Successfully balancing client’s investment goals and investment risk is the objective of Dann Asset Advisors.

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2 New York investments

3 Dann Asset Advisors

4 Individual

5 customized

6 tailored

7 Best interests

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DannAssetAdvisors | dannasset.com Reviews

https://dannasset.com

Dann Asset Advisors is a New York registered investment advisor. Dann Asset Advisors provides individualized, customized and tailored investment solutions for its clients. Dann Asset Advisors is an investment advisor with investment advice that is independent and unbiased. Dann Asset Advisors is independent, unaffiliated with Wall Street and focuses solely on the best interests of its clients. Successfully balancing client’s investment goals and investment risk is the objective of Dann Asset Advisors.

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dannasset.com

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Our Clients | Dann Asset Advisors, LLC | Customized Investment Solutions

http://www.dannasset.com/clients

Investment Philosophy and Strategy. Each client is unique . Asset allocation and investments are customized for each client in accordance with their objectives and tolerance for risk. Objectives may include preserving principal, preserving purchasing power and/or attempting to achieve higher returns. For risk tolerance we stay within our clients' "sleep at night" range - clients should feel secure in their investments and confident they are making progress toward their investment goals.

2

Resources | Dann Asset Advisors, LLC | Customized Investment Solutions

http://www.dannasset.com/resources

Investment Philosophy and Strategy. Additional information about Dann Asset Advisors, LLC may be found in the firm's brochure (Form ADV, Part 2) which is available on request ( Contact. Or at www.adviserinfo.sec.gov. A website maintained by the Securities and Exchange Commission (SEC). Please click on "Firm Brochure" below to be directed to the SEC website. For a complete statement of the Dann Asset Advisors' privacy policy please click on "Privacy Policy" below. Investment Philosophy and Strategy.

3

Investment Philosophy | Dann Asset Advisors, LLC | Customized Investment Solutions

http://www.dannasset.com/investment-philosophy

Investment Philosophy and Strategy. Investment Philosophy and Strategy. Key tenets of our investment philosophy are:. Successful investing generally requires a long-term perspective. Focus should be on after-tax investment returns. Keeping expenses and portfolio turnover low can have a material positive impact on long-term performance. Most client portfolios should have meaningful exposure to low-cost, index-tracking exchange traded funds (ETFs) and/or mutual funds. The core of a typical portfolio will c...

4

About Us | Dann Asset Advisors, LLC | Customized Investment Solutions

http://www.dannasset.com/about-us

Investment Philosophy and Strategy. Investment Experience Across Market Cycles. Mr Dann received his BA degree magna cum laude. From the University of Pennsylvania and JD degree from the New York University School of Law. Investment Philosophy and Strategy.

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