A complete list of active advisors currently associated with Dao Trading & Advisory Inc.

Warmer can help you find a great advisor at Dao Trading & Advisory Inc. or one who fits your needs even better.

Dao Trading & Advisory Inc. provides investment management, financial planning, and combined wealth management services, and also offers educational seminars and training on market trend analysis and commodity futures. The firm’s brochure lists clients that include individuals, high‑net‑worth clients, families, charitable organizations and other business entities. The firm’s investment process emphasizes macroeconomic analysis — including money supply, interest rates and commodity prices — with asset allocation as the primary implementation tool and technical analysis used for trade timing; it generally manages accounts on a discretionary basis under a limited power of attorney. Dao offers multiple billing arrangements (including asset‑based, flat retainer and hourly or one‑time planning fees) and states it does not receive sales commissions for recommended products. Noteworthy items in the brochure that are less common for firms in this category include Dao’s registration as a Commodity Trading Advisor with the CFTC/NFA and its routine provision of public and client training classes, sometimes tuition‑based. The firm is newly formed with no current assets under management and a single owner, and its stated proxy‑voting practice leaves voting responsibility with clients except in limited ERISA situations.

To learn more about the advisors currently working at Dao Trading & Advisory Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.