DeRoy & Devereaux is committed to providing
a high level of client service.

HIGH NET WORTH
At Deroy & Devereaux, client objectives are determined individually through discussion and continual review rather than by classification. Investment selections and decisions are made and implemented by the client’s portfolio manager, guided by the client’s specific goals and investment profile.

We believe private investment management is suitable primarily for individuals, trusts, family offices and other entities interested in what we believe is a customized approach striving to optimize opportunities for long-term investment success through a 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 claims compliance with the CFA Institute Asset Manager Code of Ethics & Standards for Professional Conduct.* 

Our services are designed for clients with investable assets of $2 million or more who desire personal portfolio management. DeRoy & Devereaux does not provide financial or estate planning, brokerage, or custody services.

*This claim has not been verified by CFA Institute.