Get to know us as we get to know you.
Start your wealth management journey here with a primer on what we do.
Once we fully understand your specific situation, we begin to build a plan to suit your needs. Assets fall under six broad categories:
Stocks
Bonds
Cash
Alternatives
Insurance
Annuities
Initially, we identify a broad set of diversified asset classes to serve as the building blocks for your portfolio. Our approach also evaluates each asset class on its potential for capital growth and income generation, volatility, correlation with the other asset classes (diversification), and inflation protection.
Research¹ has consistently found the best way to maximize returns across every level of risk is to combine assets and allow individual securities to generate alpha.
¹ | Markowitz, 1952; Sharpe, 1964; Brinson, Hood & Beebower, 1986; Brinson, Singer & Beebower, 1991; Ibbotson & Kaplan, 2000.
WORKING TOGETHER TO ACHIEVE YOUR FINANCIAL AND RETIREMENT GOALS
DuPont Advisory Group's Process
01
Assess Needs & Goals
This is where we get to know each other to make sure we're a good fit and also to learn about your specific goals.
02
Strategize & Plan
Based on your current needs and future goals, we'll create a comprehensive financial plan based on your situation.
03
Review & Finalize
We'll meet to review your plan, answer any questions and make necessary adjustments based on your feedback.
04
Implement & Monitor
We'll put our plan in place and meet regularly to assess and make any necessary changes that come up.
Materials
Request two complimentary special reports from Terry's book.
Discover the proven principals to create a more worry-free retirement with less stress by reading these special reports from Terry’s book, Retire Abundantly.
