Dhr Investment Counsel Ltd

DHR Investment Counsel, Ltd is a registered investment advisor founded in January 1998 and based in Oakland, CA. The firm, owned and operated by Davis H. Riemer and Louise Rothman-Riemer, offers investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. DHR acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm provides wealth management services, including investment management services utilizing mutual funds, exchange-traded funds, individual stocks, and bonds. DHR primarily employs fundamental analysis in developing investment strategies and focuses on long-term investment goals. The firm's fee structure for wealth management services is based on a percentage of assets under management, with an initial start-up fee of up to $5,000. DHR does not charge performance-based fees and does not manage proprietary investment funds. The firm does not receive compensation for securities transactions and does not participate in soft dollar programs. DHR recommends Charles Schwab & Co., Inc. as a custodian for client accounts and does not engage in directed brokerage. Clients are encouraged to review statements provided by the custodian and compare them to reports from DHR to ensure accuracy. DHR has a privacy policy in place to protect clients' personal information and does not sell such information to third parties. Clients have the right to limit the sharing of their personal information for marketing purposes.