Dobson Asset Management

Dobson Asset Management - Northern California is a Fee-Only investment management firm established in 1994 by Christopher Dobson, Merilee Maystrovich, and Samual Dobson. Specializing in retirement planning and investment portfolio design, the firm caters to individuals nearing or in retirement. Services include Retirement Planning & Investment Portfolio Design and Investment Account Management for individuals and small pension trusts. Clients have the option for non-discretionary or discretionary investment account management, allowing for tailored portfolios based on retirement goals and risk tolerance. As of 12/31/2024, the firm managed $197,152,359 for 156 clients on a discretionary and non-discretionary basis. Fees for services are negotiable, with Retirement Planning & Investment Portfolio Design ranging from $800 to $1,500. Investment supervisory services are charged based on a tiered annual fee structure. The firm does not engage in performance-based fees or side-by-side management. Clients typically include retired individuals with a net worth of $1,000,000 to $10,000,000, seeking management services for portfolios exceeding $500,000. The firm's investment strategies involve evaluating money managers, mutual funds, ETFs, and individual securities, with a focus on risk management and diversification. Clients are actively involved in portfolio reviews, and the firm does not recommend leveraging strategies. The firm and its employees have a clean disciplinary record and do not engage in short-term trading strategies. Clients have the option to restrict the firm's investment discretion, and all voting on client securities is the responsibility of the client. The firm maintains custody relationships with Charles Schwab & Co. and National Advisor Trust, with monthly statements provided to clients.