Over $1 Billion Under Advisement

Our institutional clients include charitable associations, religious orders, industrial groups, and educational institutions.

Greater Transparency

Less Complexity

Sensible Fee Structure

Functioning as Chief Investment Officer for our

institutional and family clients.

Our Philosophy

DHK serves as a fiduciary, advising and investing

from principles that best serve our clients.

Greater Transparency

We believe the investment industry remains unnecessarily opaque about performance comparisons and fees. Investors deserve complete clarity regarding their portfolios. DHK has been advising clients with a high standard of transparency since 1993.

Less Complexity

The overwhelming evidence shows that simpler investment approaches tend to outperform more complex ones over time. DHK invests with this in mind.

We favor index-based strategies to build diversified portfolios. We believe a more disciplined approach gives clients a better chance for higher returns over time.

Sensible Fee Structure

Much of the investment industry tends to overcharge relative to the value they actually deliver. DHK prides itself on maintaining a fee structure agreeable to our clients. We think investors should keep more of what their portfolios earn.

We structure our clients' portfolios with discipline—not by tactical bets or emotion.

Institutional Clients

“Can you imagine an investment consultant telling clients, year after year, to keep adding to an index fund replicating the S. & P. 500? That would be career suicide. Large fees flow to these hyper-helpers, however, if they recommend small managerial shifts every year or so.”

- Warren Buffett

Our Team

DHK's team of professionals apply their decades of experience

and expertise to benefit our clients.

Tim founded DHK in 1993. Tim’s 29 years of experience in investment management includes work with Prime Buchholz & Associates, one of the nation’s leading investment consulting firms serving approximately 300 institutional and private clients...

Timothy W. Dempsey

President & CIO

Chuck has more than 16 years of experience in the investment industry with a particular expertise in asset allocation and investment research. His investment career includes nearly seven years at Windward Investment Management, a pioneer in the use of...

Charles D. Brown

Managing Director

James R. Brown

Director

Jim has more than 25 years of experience in the financial services sector, including advisory & senior level roles in investment management, private banking, & insurance. His experience prior to joining DHK included roles as the Director...

Louise Merriman

Director, Operations

Louise joined DHK with 20+ years of multi-functional operational experience with large and mid-size companies in the technology, healthcare, and industrial sectors, including 10 years at Fairchild Semiconductor, a billion dollar global communications...

Wendy E. Kessler

Manager, Client Services

Wendy joined DHK in 2008 and has spent nearly six years supporting DHK’s clients, assisting them with account management, interfacing with client custodians, and providing day-to-day support for DHK clients’ overall needs...

Samuel B. Olivier

Manager, Reporting and IT

sam@dhkfinancial.com

Sam manages the financial reporting process and assists DHK advisors as well as clients, with their technological needs as it relates to compliant performance reporting, data security, and redundancy....

Andrew J. Coukos

Manager, Finance and Administration

A.J. supports financial reporting, client services, technology, and the overall needs of DHK in assisting its clients. His prior experience includes work in the Annuities Group at John Hancock Financial Services. A.J. earned a BA in Political Science from...

"Seen correctly, active management may be the only service ever offered that costs more than the value delivered."

- Charles D. Ellis, PhD, CFA

Contact Information

DHK Financial Advisors, Inc.

Portsmouth Office

3 Greenleaf Woods Drive, Suite 202
Portsmouth, NH 03801

(603) 436-5801 phone

(603) 431-3346 fax

Boston Office

101 Federal Street, 19th Floor

Boston, MA 02110

(617) 938-3755 phone

(617) 830-0225 fax

For general inquiries, please email info@dhkfinancial.com

"Active management has not yet turned into a science, nor do I believe it ever will be."

est. 1993

Over $1 Billion Under Advisement

Our institutional clients include charitable associations, religious orders, industrial groups, and educational institutions.

Greater Transparency

Less Complexity

Sensible Fee Structure

Functioning as Chief Investment Officer for our

institutional and family clients.

Our Philosophy

DHK serves as a fiduciary, advising and investing

from principles that best serve our clients.

Greater Transparency

We believe the investment industry remains unnecessarily opaque about performance comparisons and fees. Investors deserve complete clarity regarding their portfolios. DHK has been advising clients with a high standard of transparency since 1993.

Less Complexity

The overwhelming evidence shows that simpler investment approaches tend to outperform more complex ones over time. DHK invests with this in mind.

We favor index-based strategies to build diversified portfolios. We believe a more disciplined approach gives clients a better chance for higher returns over time.

Sensible Fee Structure

Much of the investment industry tends to overcharge relative to the value they actually deliver. DHK prides itself on maintaining a fee structure agreeable to our clients. We think investors should keep more of what their portfolios earn.

We structure our clients' portfolios with discipline—not by tactical bets or emotion.

Institutional Clients

“Can you imagine an investment consultant telling clients, year after year, to keep adding to an index fund replicating the S. & P. 500? That would be career suicide. Large fees flow to these hyper-helpers, however, if they recommend small managerial shifts every year or so.”

- Warren Buffett

Our Team

DHK's team of professionals apply their decades of experience

and expertise to benefit our clients.

"Seen correctly, active management may be the only service ever offered that costs more than the value delivered."

- Charles D. Ellis, PhD, CFA

Contact Information

DHK Financial Advisors, Inc.

Portsmouth Office

(603) 436-5801 phone

(603) 431-3346 fax

Boston Office

101 Federal Street, 19th Floor

Boston, MA 02110

(617) 938-3755 phone

(617) 830-0225 fax

"Active management has not yet turned into a science, nor do I believe it ever will be."

- Larry Siegel

Over $1 Billion Under Advisement

Our institutional clients include charitable associations, religious orders, industrial groups, and educational institutions.

Greater Transparency

Less Complexity

Sensible Fee Structure

Functioning as Chief Investment Officer for our

institutional and family clients.

Our Philosophy

DHK serves as a fiduciary, advising and investing

from principles that best serve our clients.

Greater Transparency

We believe the investment industry remains unnecessarily opaque about performance comparisons and fees. Investors deserve complete clarity regarding their portfolios. DHK has been advising clients with a high standard of transparency since 1993.

Less Complexity

The overwhelming evidence shows that simpler investment approaches tend to outperform more complex ones over time. DHK invests with this in mind.

We favor index-based strategies to build diversified portfolios. We believe a more disciplined approach gives clients a better chance for higher returns over time.

Sensible Fee Structure

Much of the investment industry tends to overcharge relative to the value they actually deliver. DHK prides itself on maintaining a fee structure agreeable to our clients. We think investors should keep more of what their portfolios earn.

We structure our clients' portfolios with discipline—not by tactical bets or emotion.

Institutional Clients

“Can you imagine an investment consultant telling clients, year after year, to keep adding to an index fund replicating the S. & P. 500? That would be career suicide. Large fees flow to these hyper-helpers, however, if they recommend small managerial shifts every year or so.”

​

- Warren Buffett

Our Team

DHK's team of professionals apply their decades of experience

and expertise to benefit our clients.

"Seen correctly, active management may be the only service ever offered that costs more than the value delivered."

​

- Charles D. Ellis, PhD, CFA

Contact Information

DHK Financial Advisors, Inc.

Portsmouth Office

(603) 436-5801 phone

(603) 431-3346 fax

Boston Office

101 Federal Street, 19th Floor

Boston, MA 02110

(617) 938-3755 phone

(617) 830-0225 fax

"Active management has not yet turned into a science, nor do I believe it ever will be."

- Larry Siegel