Dorian Eason Asset Management, LLC

Dorian Eason Asset Management, LLC is a Registered Investment Adviser founded in 2001 by principals Paul T. Dorian, CFA, and Robert G. L. Eason. With over 86 years of combined investment experience, the firm specializes in providing high-quality investment management services to individuals, endowment funds, institutions, trusts, corporations, and retirement plans. Their investment philosophy emphasizes asset allocation, individual security analysis, and selection. The firm offers Equity, Fixed Income, and Asset Allocation accounts, tailored to each client's needs and objectives. Clients pay quarterly fees based on a tiered schedule: 1.00% for assets $100,000 - $1,000,000, 0.90% for $1,000,000 - $10,000,000, and 0.75% for $10,000,000 & above. Fixed Income Portfolio Management fees range from 0.35% to 0.50% based on asset size. Dorian Eason Asset Management does not receive compensation from third parties or pay for client referrals. The firm does not take custody of client assets, and clients have the option to delegate voting rights on securities. The principals, Dorian and Eason, have clean disciplinary records and are committed to upholding ethical standards. Clients can access detailed financial information and professional profiles on the SEC's website.