We’re all about innovation and performance
Welcome! This website is meant to provide you with financial information that you can use every day. Our comprehensive Wealth Management Services are designed to help you with your financial future, as well as your life goals. We deliver through teams of highly skilled and credentialed advisor teams supported by an extensive professional network.
D.B. Root & Company employs an unconventional and independent viewpoint. This was a catalyst in developing our exclusive Financial Planning process we call Life Plan 20/20. As the name suggests, it provides a clear view of how to reach your financial objectives. At its core, Life Plan 20/20 delivers comprehensive tools and advice on how to help secure your financial future and live the life you desire. From retirement planning, estate and tax planning to customized investment plans, our advisors are there to guide you in every phase of the process.
We also provide active asset allocation strategies buoyed by our cutting edge research partner, Hedgeye Risk Management. They are purely objective without any conflicts imposed by investment banking firms or money management interests. Hedgeye’s CEO, Keith McCullough is seen regularly on Fox Business News with Maria Bartiromo. Our clients enjoy access to global macro investment strategies, high level expertise and cutting edge tools to help them stay informed beyond what’s typically available in our industry.
Together with our investment strategists, Howard Cunningham and John Mazur, we have created portfolio models that are customized to help meet the individual needs of our clients. Based on individual client goals and risk profiles, all are designed to maximize potential returns while managing risk. By employing a tactical, unemotional and repeatable process, our models are designed to fit our core principals of reducing taxes, fees and risk for our clients.
Our models are based on historically successful portfolios with a view that stocks are roughly three times as risky as bonds, thus helping reduce volatility and insure against catastrophic market events.
At D.B. Root & Company, our purpose is not to make you wealthy, rather we work hard to keep you wealthy.
If you are looking for some new ideas on how to secure your financial future, contact us at firstname.lastname@example.org or call 412-227-2800 and hear more about our commitment to delivering The Future of Wealth Management to our clients.
David B. Root CFP®, AIF®
Founder and CEO
A Further Look with David Root
An unconventional look at markets and asset allocation
JULY 30, 2015
By David Root, Founder & CEO
Take Root Financial Topics Blog
MAY 26, 2015
By Charles J. Stout, President
Root Source Financial Webinars
Informative conference calls on financial-related topics you can use. View all…