Dominion Portfolio Management, Inc.

Dominion Portfolio Management serves individual and high‑net‑worth clients as well as businesses, offering fee‑based portfolio management on both a discretionary and non‑discretionary basis. Services focus on managing portfolios of individual securities, exchange‑traded funds and mutual funds, and may include the use of third‑party money managers and IRA rollover recommendations.

The firm tailors investment strategies to each client through investor profiles that capture goals, time horizons and risk tolerance, and employs a mix of fundamental, technical, charting and economic analysis. Strategies range from long‑term allocations to shorter‑term trading and may use equities, fixed income, options, REITs and specialty ETFs; clients can impose reasonable restrictions and the firm monitors accounts regularly.

Dominion is a wholly owned subsidiary of Calton & Associates, Inc., an affiliated broker‑dealer, and is related through Calton to PeakShares LLC, the adviser to the PeakShares Sector Rotation ETF—arrangements that permit the firm to invest client assets in that affiliated ETF without separate approval and create potential conflicts of interest that the firm discloses and seeks to manage. In addition, many advisory personnel are registered representatives of the affiliated broker‑dealer, some are licensed insurance agents, and certain associated persons are licensed CPAs, producing a mix of advisory, brokerage and insurance activities that distinguishes the firm from many multi‑team peers.