Jonathan Dash

Dash Investments is a privately-owned, independent investment advisory firm, managing private client accounts for individuals and families across America. As a Registered Investment Advisor (RIA) firm with the SEC, we are fiduciaries who put our clients’ interests ahead of everything else. We offer a full range of investment advisory and financial services, which are tailored to each client’s unique needs. In addition, each client receives comprehensive financial planning to ensure they are moving towards their financial goals. Our top priority is ensuring that each of our clients receives the guidance they need to achieve their financial goals. This is evidenced by the fact that we have maintained a client retention rate of nearly 100% since our firm’s inception.