Asset Allocation

LifePlan2020

Independence is great.

Welcome to D. B. Root & Company, a fully independent Wealth Management firm determined to provide the ultimate client experience. To do this, we bring together best-of-class services and tools that assist our clients in achieving their own life goal of financial independence.

That’s why we created Life Plan 20/20, our exclusive Financial Planning process that provides financial clarity for all aspects of one’s life – family, business, retirement and lifestyle. We also employ a sophisticated yet repeatable process for Asset Allocation known as Strategic A.I.M.

Our advisors utilize cutting edge analysis of the market provided by our experienced research team led by partner, Hedgeye Risk Management. Hedgeye’s CEO, Keith McCullough, is a regular guest on Fox Business News and other outlets, where his honest and often non-consensus viewpoints on global macro investing and US Economic Cycles spark spirited discussions.

While using state-of-the-art technology from Dynasty Financial Partners and Charles Schwab, we create portfolio strategies that are simple, transparent and low-cost; all designed to fulfill our clients’ Life Plans while reducing taxes, fees and risk for our clients.

D.B. Root & Company is committed to investing in our industry, our employees, our clients and our community. We do so while implementing our core values of trust, transparency, objectivity and accountability.

If you are looking for a partner to assist you with your goal of financial independence, contact us at info-dbroot@dbroot.com or call 412-227-2800.

DaveRootsignature

David B. Root CFP®, AIF®
Founder and CEO

FiveStar2014

Best Places 2014

Diamond-AWARDS-LOGO-2015

Five Star Professional award based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visit www.fivestarprofessional.com.

A Further Look with David Root

An unconventional look at markets and asset allocation

blogdavidrootFEBRUARY 3, 2016

The broader search for Alpha

By David Root, Founder & CEO

Take Root Financial Topics Blog

Tiffany BenigniJANUARY 21, 2016

Prepare for Important changes in Social Security in 2016

By Tiffany Benigni RPSM, Associate Advisor / Financial Planning

Root Source Financial Webinars

Informative conference calls on financial-related topics you can use. View all…

OUR LAST CALL – JANUARY 27, 2016:

Ten Common Financial Mistakes People Make

Presented by D.B. Root & Company
WATCH REPLAY

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