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Deroy & Devereaux Private Investment Counsel, Inc.
SEC-regulated
Registered investment advisor
DeRoy & Devereaux Private Investment Counsel, Inc. (DBA DeRoy & Devereaux) is an employee-owned S-Corporation specializing in providing investment advisory services for individuals, families, foundations, pension plans, and institutional investors. Established in 1979, the firm actively manages diversified portfolios of equities and debt securities for long-term capital appreciation and income growth. They manage assets totaling over $2.2 billion on a discretionary basis, with an additional $569 million in non-discretionary assets. The firm offers individually managed separate accounts, wrap fee advisory programs, dual contract managed account programs, and model portfolio account programs. DeRoy & Devereaux charges fees based on a tiered structure, with rates varying depending on the type of account and asset size. The firm does not offer performance-based fees and does not have side-by-side arrangements. They act as a fiduciary, providing investment discretion and voting client securities based on established proxy voting guidelines. The firm does not maintain custody of client assets and does not receive economic benefits from anyone other than clients for providing advisory services. DeRoy & Devereaux has robust policies and procedures in place to ensure compliance with regulatory requirements and to act in the best interest of their clients.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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