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

loomis-logo-black
nvrh500x88
PHCC
SUNY-Potsdam---Logo
Pathlight
Teamsters
SUNY-Plattsburgh-CAS
Strawbery Banke - Logo
Pathfinder International
Sisters of Providence - Logo
NicholsCollege
NAIS - Logo
Historic Newton
logo
North Central Wholesalers Logo
Saint David's - Logo
SUNY-Plattsburgh-CAS
Albright
springfield-museums-logo-horizontal
Cazenovia College - Logo
wef
BAC
ASA (Neupert) - Logo
clarke-schools-logo
Springfield-Library
community-foundation
SUNY-Plattsburgh-College-Foundation
GSCH_logo color w legal name  high resol
Dioceses-of-Ogdensurg---Logo
Fairfield-Museum
logo_base_5_live
SocietyforTheSistersOfStJoseph
Chg Elem
SistersOfProvidence
WANE
VillaMariaSchool
CapeCodFoundation
agb
 

 “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

tim@dhkfinancial.com

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

chuck@dhkfinancial.com

James R. Brown

Director

jim@dhkfinancial.com

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...

Cynthia R. Freedman

Director, Operations

cynthia@dhkfinancial.com

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@dhkfinancial.com

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...

Paul Proctor pic.png

Paul E. Proctor

Manager, Financial Reporting

paul@dhkfinancial.com

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.

PJ.png

Patrick supports the Director of Financial Reporting in financial reporting, client services, and the overall needs of DHK in assisting its clients. His prior experience includes positions at the Merrimack Investment Fund and Georgetown Bank...

Patrick J. Kennedy

Finance Reporting Analyst

patrick@dhkfinancial.com

SB-2.JPG

Sara is a recent graduate of Dickinson College in Carlisle, PA, where she earned a BA in International Business & Management. She has interned with DHK since 2017 and has recently joined us full-time.

Sara L. Byrn

Finance Associate

sara@dhkfinancial.com

"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."

 

- Larry Siegel

DHK Financial Advisors © 2016