Greater Transparency
Less Complexity
Sensible Fee Structure
Functioning as Chief Investment Officer for our
institutional and family clients
Over $1 Billion Under Advisement
Our institutional clients include charitable associations, religious orders, industrial groups, and educational institutions.
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
Our Team
DHK's team of professionals apply their decades of experience
and expertise to benefit our clients.
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 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...
Dave is a 40-year investment professional experienced in all facets of the investment business. For the past 25 years, Dave has worked with non-profit organizations and private clients. Before joining DHK, he served as a Financial Advisor with Baystate...
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 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..
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