Over $1 Billion Under Advisement
Our institutional clients include charitable associations, religious orders, industrial groups, and educational institutions.
Sensible Fee Structure
Functioning as Chief Investment Officer for our
institutional and family clients
DHK serves as a fiduciary, advising and investing
from principles that best serve our clients.
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.
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.
DHK's team of professionals apply their decades of experience
and expertise to benefit our clients.
Timothy W. Dempsey
President & CIO
Cynthia R. Freedman
Cynthia was with DHK from 2010 to 2017, and returned to us in October 2019. She has 20+ years of experience in the investment and investor relations industries. She spent over 15 years as Director of Investor Relations at Summit Partners, a Boston-based...
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...
David Henry, CFA
Paul E. Proctor
Manager, Financial Reporting
Paul comes to DHK with 20 years of experience in financial services, including time in both IT and Finance with Fidelity Investments and Liberty Mutual. He earned a BS in Finance from UNC Wilmington and an MBA from UNC Greensboro.
Lori A. Cagney
Asst. Manager, Client Services
Lori joined us in 2021. Lori brings with her to DHK over 20 years of business experience, including client management, legal client services, and small business marketing. She has worked for Parnell..
DHK Financial Advisors, Inc.
3 Greenleaf Woods Drive, Suite 202
Portsmouth, NH 03801
(603) 436-5801 phone
(603) 431-3346 fax
101 Federal Street, 19th Floor
Boston, MA 02110
(617) 938-3755 phone
(617) 830-0225 fax
For general inquiries, please email firstname.lastname@example.org