A complete list of active advisors currently associated with Dreyfuss Capital Management LLC

Warmer can help you find a great advisor at Dreyfuss Capital Management LLC or one who fits your needs even better.

Dreyfuss Capital Management provides discretionary portfolio management and financial planning to individuals and high‑net‑worth clients and also offers services to other registered investment advisers as an institutional sub‑advisor. Services include creation of individualized Investment Policy Statements, ongoing portfolio monitoring, and delivery of model portfolios or subscription solutions through the Schwab Marketplace. The firm manages accounts using a mix of fundamental, technical, charting and modern portfolio theory, with a primary emphasis on individual equities alongside mutual funds, ETFs, fixed‑income and non‑U.S. securities. Dreyfuss Capital actively manages accounts and employs options strategies (including covered calls and hedging with calls or puts); it may also have exposure to derivatives and to investment vehicles that use borrowing or leverage when appropriate. Noteworthy aspects relative to peers include its acceptance of other investment adviser clients as a sub‑advisor and its use of the Schwab Institutional platform to deliver separately managed account solutions, which is uncommon for a solo independent adviser. The firm is also affiliated with insurance activities through a licensed insurance agent and may recommend commissionable insurance products, and portfolio management clients are offered financial planning without an additional advisory fee.

To learn more about the advisors currently working at Dreyfuss Capital Management LLC, 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.