Phone: 203.426.5453 E-mail: dpatti@dmpassetmanagement.com
Innovative Investment Solutions for the Affluent Investor
DMP Asset Management is a Registered Investment Advisory firm located in Newtown CT. Founded by Newtown resident Daniel Patti CFP®, DMP Asset Management offers investment strategies for a market that is constantly changing. Daniel Patti uses a disciplined investment strategy with a wide range of investment opportunities to minimize risk.
DMP Asset Management also offers comprehensive financial planning. Daniel Patti is a Certified Financial Planner ( CFP®) and has helped build financial plans for people in all phases of life. Daniel Patti constructs and maintains investment portfolios using stocks, bonds, exchange traded funds (ETFs) and mutual funds.
Daniel Patti has had articles published on money management and is in the process of writing a book on disciplined investment management with the use of ETFs.
“2008 confirmed individuals need professional asset management. Traditional “buy and hold” investing is not a strategy; it’s a gamble. Whether you are in Newtown, CT or Wall Street you must manage market risk. I have a time tested investment strategy using ETFs, which is used by some of the most successful investors on Wall Street, hedge fund managers, and major private equity firms. This strategy helped my clients avoid large losses in 2008 and earn healthy returns in 2009.”
“Having a buy and sell strategy is essential to surviving in these markets. People ask me why I am so confident in my strategy and my answer is simple: I invest my own money with exactly the same principles as I invest my clients’ money. If I’m going to put my own money in my strategy, you should feel comfortable having me manage yours”.
- Daniel Patti CFP®
"Why You Should Choose A CERTIFIED FINANCIAL PLANNER™ PRACTITIONER" »»
