Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

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AI: Separating Hype from Opportunity (4:17)

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Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key
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A Closer Look inside DUSA (6:09)

A Closer Look inside DUSA (6:09)

Dodd Kittsley, CFA & Davis Director of ETFs, discusses investment themes, types of companies, and the attractive growth / low multiple companies populating the portfolio
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Why Successful Investors Keep Emotions in Check

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How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.
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Investor Education
A Market Correction is an Opportunity.
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This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DUSA, DFNL, DWLD, DINT.