DiMatteo Financial Group provides fee-based investment advisory and financial planning services for clients throughout Chadds Ford, Pennsylvania. We work with clients to build custom portfolios according to your objectives. Our approach is to use a tactical allocation strategy aimed at reducing risk and increasing performance.
We help you select mutual and exchange traded funds (ETFs) by rating criteria, such as the fund manager’s tenure and overall career performance. Our team may recommend redistributing investment allocations to diversify a portfolio in an effort to reduce risk and increase performance.
Additionally, we may recommend employing cash positions as a possible hedge against market movement which may adversely affect the portfolio. Our team focuses on investment advisory and portfolio management—we do not provide securities custodial or other administrative services.