Dickinson Investment Advisors

Dickinson Investment Advisors, established in 1998, is a registered investment advisor specializing in asset management services. The firm offers Tailored Relationship Services, Supervised Portfolios Services, and Investment Supervisory Services. Clients appoint the firm as their investment adviser, with accounts held by qualified custodians. Investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. The firm uses fundamental analysis to guide investment decisions and aims to allocate funds across various asset classes. Dickinson Advisors charges fees based on a percentage of assets under management, with negotiable rates depending on various factors. The firm does not charge performance-based fees. Clients receive quarterly reports summarizing account performance, balances, and holdings. The firm may pay referral fees to promoters and compensation to employees who secure clients. Dickinson Advisors does not have custody of client funds and securities, which are held by independent custodians like Charles Schwab & Co., Inc. Clients receive account statements directly from custodians. The firm may offer assistance with proxy voting upon client request but generally does not have authority to vote proxies. Dickinson Advisors does not require advance payment of fees exceeding $1200 per client and has not been subject to bankruptcy in the past ten years.