Dyche Wealth Management, Inc

Dyche Wealth Management provides personalized financial planning and investment management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and pooled investment vehicles. Its service menu includes discretionary and non‑discretionary portfolio management, ERISA plan advisory and consulting, financial planning, and advice on privately‑offered alternative investments.

The firm conducts an in‑depth initial evaluation of each client’s situation (net worth, goals, liquidity needs and risk tolerance) and delivers periodic reviews and ongoing portfolio monitoring, using fundamental, technical and cyclical analysis supported by third‑party research. It manages accounts on both discretionary and non‑discretionary bases, may employ option and other derivatives strategies in managed accounts, and performs documented due diligence with at least annual reviews for private placement investments that require accredited‑investor status.

What is distinctive is the firm’s role as a sponsor and adviser to multiple privately‑offered pooled vehicles and real‑estate/solar development entities (Terra Development and affiliated managers), providing advisory services and structuring fees for pooled vehicles and private placements. The brochure also discloses affiliated business activities — principals’ insurance licensing and commission income, relationships with third‑party money managers (including solicitor fee arrangements), and the firm’s public educational seminars and workshops — all identified as potential conflicts and addressed through disclosure and internal procedures.