Durant Wealth Mgmt Advisory Services

The firm provides portfolio management and financial planning to individual and high‑net‑worth clients, advising primarily through ETFs and mutual funds with additional exposure to fixed income, real estate funds (including REITs), annuities, treasury inflation‑protected bonds, and limited non‑U.S. securities via funds. It offers ongoing discretionary and non‑discretionary portfolio management, prepares an Investment Policy Statement for each client, and delivers monthly account reports through the custodian.

The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long‑term trading horizon, generally favoring diversified ETFs and some mutual funds while keeping individual equities to a small portion of portfolios. It documents client risk tolerance in the Investment Policy Statement, seeks to allocate investment opportunities equitably among clients, requests discretionary trading authority when appropriate, and conducts at least monthly reviews performed by the firm’s principal.

A noteworthy feature of the adviser is that its principal also practices as an accountant and may from time to time offer clients accounting‑related advice or products, a relationship the brochure acknowledges can present potential conflicts of interest and that clients are not required to use those outside services. The firm also manages client assets internally rather than selecting third‑party investment managers and discloses the possibility of receiving research or other soft‑dollar benefits from custodians, which could influence custody or brokerage recommendations.