Our Clients

DORCHESTER manages discretionary investment portfolios for private clients and institutional investors, including:

• Individuals
• Retirement plans
• Estates
• Trusts
• Corporate accounts
• Endowment funds
• Foundations

Our portfolio managers work diligently with clients to ensure each client receives the personal attention he or she deserves.

Some of our clients have been with us through two or three family generations. Many of our clients have come to us as referrals from existing clients, accountants, lawyers, and financial planners. We believe our record of client retention and successful referrals is directly attributable to the consistent performance and exceptional personal service provided by our team of investment professionals.

Some of our clients are extremely sophisticated and interested in capital markets and macro economic factors but are simply too busy with family and career to devote the time and resources required to properly manage all their own financial assets.

We manage portfolios for some very successful entrepreneurs who have learned that the talents and skill responsible for their success are not the same talents and skill needed to protect and build wealth for the next generation.

All of our clients recognize that independent investment counsel is vital to achieving optimal investment results over the long-term.