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
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“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...
Cynthia R. Freedman
Director, Operations
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...
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.
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
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
"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