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Mark Dushane

Advisor at Dushane Management, Inc.

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Dushane Management, Inc. logo

Firm

Dushane Management, Inc.

Location

Oxford, FL 34484

Credentials

Series 63, Series 65

Industry experience

15 years

About

Mark Dushane is the sole advisor at Dushane Management, Inc., an independent firm based in Oxford, FL. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. He is the author of the book "Beyond Folly" and serves as president of the Lake County Chamber Alliance as well as chairman of the Lady Lake Economic Development Advisory Committee. Dushane Management provides discretionary portfolio management to individuals, high-net-worth individuals, and business clients, advising across equities, fixed-income, ETFs, and non-U.S. securities. The firm uses a proprietary investment process incorporating relative strength, charting, fundamental, technical, and cyclical analysis, and offers a quarterly electronic newsletter with specific buy and sell recommendations.

Client services

Based on Dushane Management, Inc.

Portfolio management Newsletters or periodicals

Expertise

Based on Dushane Management, Inc.

Active portfolio management Factor investing / smart beta

Fee options

Percentage

$0 - $999,999: 1.00% $1,000,000 - $10,000,000: between 1.00% and 0.70% (declining scale, negotiable) $10,000,001+: 0.70%

Subscriptions

Quarterly newsletter provided at no charge

Location

12395 Ne 48 Th Loop

Oxford, FL 34484

Most active in

Florida · Michigan

Work history

Dushane Management Inc.

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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