Dumont & Blake Investment Advisors Information

Dumont & Blake Investment Advisors delivers peace-of-mind financial solutions. We have been in the Financial Advisory business for decades and currently manage more than $275 Million in client assets. Our investor clients receive a custom-tailored and intelligently balanced portfolio of Stocks, Bonds and ETFs so that their wealth is preserved, assets grow over time, and they have plenty of money for retirement. 1. ABOUT DUMONT AND BLAKE • Independent Registered Investment Advisors • More than $275 million in assets under management • Management team has an average of 25 years in the portfolio management and advisory business • Client portfolios are structured using stocks, bonds and exchange traded funds (ETFs) • Clients have direct access to the management team and decision makers • Our compensation is fee-based, not commission-based • We build long-lasting relationships with our clients 2. STRATEGIES Dumont & Blake Investment Advisors employs sophisticated investment strategies to manage client portfolios. We offer the following portfolio strategies: A. Core Equity Strategy B. Exchange Traded Funds (“ETF”) Strategy C. Enhanced Income Option Strategy (“EIOS”) D. Tactical Allocation Strategy 3. SERVICES We Deliver: • Financial solutions for individuals, business owners, widows/ widowers, divorcees, retirees, seniors, charities, and trustees, including asset consolidation to simplify your financial life • Tax efficiency and cost effectiveness • Help in meeting the challenges of your life-changing events, such as retirement, loss of a spouse, divorce, selling or buying a business, paying for college, and caring for elderly parents • Retirement income planning • Estate coordination 4. EARNING YOUR CONFIDENCE AND TRUST We look forward to partnering with you to structure and guide your financial success. It’s ALL about you.