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Dumont & Blake Investment Advisors is an
independently owned
registered investment advisor, managing investments for individual,
retirement, and corporate clients. We manage equity, fixed income and
balanced portfolios following a disciplined investment approach. Our investment team has extensive experience in
the portfolio management and advisory business.
We pride ourselves on providing personalized attention to each client
relationship as well as excellent investment returns. Our disciplined
equity investment approach blends growth, value and GARP stocks into a
portfolio diversified across economic sectors, in a risk-controlled
environment. The goal of our equity discipline is to consistently
outperform the S&P 500 index annually, with equal or less risk than
the index. Our fixed income approach is designed to generate stable
income returns with minimal volatility. Combining the two approaches
into a balanced portfolio allows clients the opportunity to earn the
higher returns generated by the equity market and current income from
the bond market. Including bonds in a portfolio reduces the portfolio
volatility during periods of weakness in the equity market.
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