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High Net Worth

Our services are designed for clients with investable assets of $2 million or more who desire personal portfolio management.

As private investment counselors, client objectives are determined individually through consultation and continual review rather than by classification. Investment selections and decisions are made and implemented by the client’s personal advisor, guided by the client’s specific requirements.

Private investment counsel is suitable primarily for individuals, trusts, family offices and other entities interested in optimizing opportunities for long-term investment success through a close professional partnership with their advisor.

D&D acts as a fiduciary for all of its clients. This means that our team will always act in a manner which puts our client’s interests first. D&D’s claims compliance with the CFA Institute Asset Manager Code of Ethics & Standards for Professional Conduct.  This claim has not been verified by CFA Institute.

DeRoy & Devereaux does not provide brokerage or custody services.