an investment committee serving discerning institutions
The DH Consulting Investment Committee builds customized asset allocated portfolios for its institutional clients. Investment portfolios are designed to meet the distinct needs of each organization. The investment committee’s authority and responsibilities include:
- Setting Investment Objectives: Approving DH Consulting Group’s investment objectives and policies related to investing
- Risk Management: Overseeing investment policies, guidelines and risk management strategies
- Performance Evaluation: Ongoing evaluation of investment performance against established objectives
- Final decisions: Made with a majority vote from the committee
Current DH Consulting Investment Committee members include:
- Lisa A. Detanna, AIF®, MBA, WMS | Private Wealth Advisor, Managing Director; Senior Vice President, Investments
- Gary Handler, AIF®, C(k)P®, MBA, ESG(k), CPFA® | Managing Director, Senior Vice President, Investments, Senior Institutional Consultant
- Joe Horner | Financial Planning Consultant
- William Atha, MBA | Senior Vice President, Investments
- Luke Petrarca, AIF®, AIFA® | Financial Planning Consultant, Investment Management Consultant
- Kamo Jurn | Practice Business Manager
- Jeff Soltman, AIF® | Registered Client Service Associate, Investment Management Consultant
- Luke Polus | Registered Client Service Associate
There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital. Asset allocation and diversification do not guarantee a profit nor protect against loss.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.