Dash Investments

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Financial Planners, Financial Services, Retirement Planning Services

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Today: 9:00 am - 5:00 pm

(310) 464-6364Call Visit WebsiteVisit Website Map & DirectionsDirections9701 Wilshire Blvd Ste 1110Beverly Hills, CA 90212

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Beverly Hills with Financial Planners

West Hollywood (5 miles)
Culver City (5 miles)
Studio City (9 miles)
Santa Monica (9 miles)
Sherman Oaks (10 miles)
Marina Del Rey (11 miles)
North Hollywood (12 miles)
Inglewood (13 miles)
Encino (13 miles)
Van Nuys (14 miles)

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Invest Like Warren Buffet

General Info: Dash Investments is an employee-owned registered investment and financial advisor in Beverly Hills that offers personalized portfolio management services to individuals and institutions. Since the firm's inception, we have always focused on acquiring publicly traded securities in successful businesses with superior long-term growth and profitability, and make investments only when opportunities in which attractive long-term returns with limited downside risk may be achieved.Our employees share a common cultural imperative for excellence, integrity, and teamwork. We offer a level of service to our clients that is unmatched within the industry. Our clients investment portfolios are tailored to meet their own needs and objectives.
Email: Email Business
Extra Phones: TollFree: (800) 549-3227
Services/Products: Financial Planning, Retirement Planning, Estate Planning, Investment Planning, Financial Consultancy.
Neighborhoods: Beverly Hills, West Los Angeles
Associations: Paladin Registry
Other Link: http://www.dashinvestments.com
Categories: Financial Planners, Financial Services, Retirement Planning Services

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Details

Phone: (310) 464-6364

Address: 9701 Wilshire Blvd Ste 1110, Beverly Hills, CA 90212

Website: http://www.dashinvestments.com

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Dash Investments

Tax Planning
Taxation and its seemingly inescapable burden on all forms of income and assets is one of the biggest impediments to building wealth. Yet tax planning is often overlooked by investment firms, making it more difficult for investors to climb the wealth ladder. At Dash Investments, tax planning is a critical component of our comprehensive advisory services to ensure our clients keep as much money as possible working toward their future.
Charitable Giving
In our review of your tax situation, we evaluate a number of opportunities for minimizing your taxes on earnings and investments, including identifying more tax-efficient investments, Roth IRA conversions, charitable giving strategies, and tax-loss harvesting. For any life events, such as marriage, divorce, stock option exercises, retirement, a business sale, etc, we run projections to see how it will impact your taxes and cash flow going forward.
Tax Services
IRAs can be valuable tax management tools and should be incorporated into your retirement planning, where appropriate. Your Financial Counselor can help you assess your personal financial situation and determine which kind of IRA is best for you.
Roth IRA
Tax Deferral
The primary advantages of annuities are twofold: 1) They offer a guaranteed return on your money regardless of how the underlying investments perform and 2) They can offer various tax-deferral advantages – much like a 401(k).
Capital Gains Taxes
Tax-loss harvesting refers to a strategy wherein you can sell securities at a loss to offset your capital gains tax due on the sale of profitable securities. In other words, you can sell your investment at a loss to lower your tax liability. Tax-loss harvesting can... read more

Investment Management
At Dash Investments, we’re more than just an investment management firm. Investors who choose Dash receive personalized, comprehensive advisory services many firms are not equipped to provide. We pride ourselves on the fact that, on average, over the last 15 years, more than 9 in 10 clients have chosen to remain with Dash Investments. Loyalty like that comes from more than a solid investment performance track record.
Mutual Funds
There are two kinds of funds that all investors should know about. These are: Mutual Funds and Exchange Traded Funds (or ETF’s).
Bonds
Wealth Management
Dash Investments believes in taking a full-service, holistic approach to wealth management. Each of our clients works with a dedicated Financial Counselor who will take the time to understand your complete financial picture so a Certified Financial Planner™ can help create a comprehensive financial plan customized to you and your unique goals and circumstances. We provide institutional-caliber, personalized money management services based upon a solid, proven research approach.

Financial Planning
Building a personal financial plan is the first and most important step to reaching your investment goals. At Dash Investments, we provide all our clients with access to comprehensive financial planning services provided by a Certified Financial Planner ™. Your planner will start by analyzing your financial picture and objectives. With your goals in mind, a program is then set in place to show you precisely where you are today in relation to where you want to be in the future with tailored solutions designed to get you there.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. We’re living longer; the cost of retirement is increasing; and with pensions disappearing, most of us must rely on our own capital to provide lifetime sufficiency—all requiring more time, effort, and knowledge to plan a secure retirement
Annuities
An annuity contract is a financial product sold by insurance companies. There are several different types of annuities contracts, but the basic idea is the same. You agree to pay a specific amount of money, either up front or over time, and in return the insurance company promises to make regular payments back to you. These payments can begin immediately or at some set date in the future, and continue for a specified period of time. The goal of any such contract is to provide oneself with a source of steady, long-term income.
Long Term Care
The one common need for everyone seeking to make their retirement vision a reality is income—income that will need to increase over time to keep up with inflation and the rising costs of retirement, including healthcare and long-term care.
Asset Management
Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager, having been profiled in major business publications such as

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