Dreher Investment Services, Inc., based out of San Angelo, TX, is a reputable and established small investment advisory firm. With over 180 individual clients, they currently manage an impressive $177,356,000 in assets. Specializing in discretionary asset management, Dreher Investment Services caters to high net worth individuals, who make up the majority of their clientele.
With a focus on personalized financial solutions, Dreher Investment Services offers a range of services tailored to meet their clients' unique investment goals. While they primarily manage individual accounts and 401Ks, the firm also possesses the expertise to handle employer funds. This comprehensive approach enables them to provide holistic financial guidance to both individual investors and businesses.
Dreher Investment Services employs a team of 7 dedicated professionals, 4 of whom are skilled investment advisors. With an average of $44,340,000 in assets under management per investment advisor, they maintain an industry-standard level of service. The company's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests align with their clients' success.
Notably, Dreher Investment Services boasts a roster of experienced advisors, some of whom have been with the firm for an extended period. Esteemed professionals like Spencer Plagens, Katy Taylor, and Charles Robertson have provided trusted counsel and guidance to clients, solidifying the firm's reputation for excellence.
In summary, Dreher Investment Services, Inc. is a well-regarded investment advisory firm in San Angelo, TX, offering tailored financial solutions to a diverse client base. With a focus on discretionary asset management and a team of experienced advisors, they provide comprehensive services that align with their clients' financial objectives.