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Dealership Reinsurance Investment Program

DHG Wealth Advisors posted on 7/20/2015 4:38:00 PM

DHG Wealth Advisors (DHGWA) has specifically tailored an investment program to meet the goals and objectives of
dealerships utilizing Reinsurance Companies via Portfolio. 

The Dealership Reinsurance Investment Program (DRIP) addresses the special needs of both Portfolio’s investment account requirements and the account owner’s desire for the most prudent performance, defined as the most return consistent with a defined level of risk.

Attachments

  1. Wealth Advisors Dealerships Sell Sheet.pdf 9/16/2015 1:13:37 PM

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About the Author

DHG Wealth Advisors LLC is an independent, fee-only Registered Investment Advisory Firm owned by the top 20 assurance, tax and advisory firm Dixon Hughes Goodman LLP (DHG). DHG Wealth Advisors offer clients a wealth management experience that combines personalized investment advice with an unparalleled commitment to service.