DiMatteo Financial Group

DiMatteo Financial Group provides fee-based investment advisory and portfolio management services to individuals, pension plans, corporations, and other business entities. As a single-advisor firm managing approximately $42.3 million across roughly 90 clients, it delivers custom, non-discretionary portfolio management primarily through mutual funds and ETFs.

The firm uses a tactical allocation strategy grounded in fundamental analysis, selecting funds based on criteria such as manager tenure and performance and may employ cash positions as a hedge; it typically implements long-term purchases but does not exercise trading discretion without client approval. In addition to individual portfolio management, the firm offers pension consulting for qualified retirement plans, assisting plan sponsors with provider evaluation, investment lineups, participant education, enrollment support, and specific participant advice.

What is distinctive about the firm compared with peers is its uncommon focus among solo independent advisers on pension/profit-sharing plan clients and institutional portfolio management, coupled with the fact that most of its AUM is managed on a non-discretionary basis. The firm also discloses that the principal maintains an insurance license and operates an unrelated temporary staffing business—separate activities the firm notes are not offered through its advisory services and that prospective clients may consider when evaluating potential conflicts or outside commitments.