The D&Y Way

When you trust us with your money, you are trusting us with a big part of your life. It’s a massive, humbling responsibility we are honored to take on. We work every day to make the best decisions supporting your happiness, comfort, and financial security.

D&Y is driven by fiduciary responsibility to put your interests first in order to minimize potential conflicts of interest. We speak—and invest—in terms you can understand and trust.