
At Dumont & Blake we take a comprehensive approach to managing your finances. We strive to understand your personal, family and professional obligations as well as your hopes and concerns. We then structure a plan based on your present and future needs, identifying the steps required to achieve financial success throughout your lifetime.
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Morley is the founder and President of Dumont & Blake Investment Advisors which was founded in 1999. He is a member of the Investment Policy Committee and a Portfolio Manager/Investment Strategist. Morley started his investment career in 1969 as an Account Executive with the firm of Clark Dodge & Co. and later with Tucker Anthony and R.L. Day, in 1972.
Management team has an average of 35 years in the portfolio management and advisory business. Money has different meanings to everyone, and those meanings change during various life stages. Some stages or events are predictable; others can't be anticipated. Almost all may affect your finances in some way.
Help in meeting the challenges of your life-changing events, such as retirement, loss of a spouse, divorce, selling or buying a business, paying for college, and caring for elderly parents. To support your personal and financial future, we structure a diversified portfolio with asset allocations tailored to meet your financial objectives.
Dumont & Blake Investment Advisors employs several investment strategies to manage client portfolios. The core equity strategy is based on the Multi-Discipline Approach ("MDA"). DBIA has developed and employs the Multi-Discipline Approach to manage client portfolios. The approach is designed to provide consistent, above-average investment returns, with equal or less risk and volatility than the S&P 500.
One of the benefits of our consultative approach is being able to formulate a realistic outlook based on how you would like to live in retirement. Whether it's balancing your housing requirements and lifestyle with such aspirations as travel, or supporting the educational and other needs of family members, these all factor into a successful financial plan that you can live with and a future you can look forward to.
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