Dumont & Blake Investment Advisors LLC
Dumont & Blake Investment Advisors LLC is an independent registered investment adviser headquartered in Princeton, New Jersey. The firm was established to provide customized investment management and advisory services to individuals, families, trusts, and institutional clients. With approximately 8 employees, Dumont & Blake serves clients by offering discretionary management and financial planning, focusing on building diversified portfolios tailored to client objectives.
Investment Strategy
Dumont & Blake Investment Advisors LLC utilizes a diversified investment strategy centered around the long-term growth and preservation of client assets. The firm invests primarily in publicly traded equities and fixed income securities, employing asset allocation and portfolio rebalancing to match client needs, risk tolerance, and investment horizons. They emphasize due diligence, risk management, and tax efficiency, making allocation adjustments based on market conditions and individual circumstances.
Top Holdings
Equity Positions (194)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF Trust | 9.27% | $38.2M | 57,379 | $356.75 | $666.18 | +$2.6M |
Q QQQ | Invesco QQQ Trust Series 1 | 5.29% | $21.8M | 36,331 | $330.45 | $600.37 | +$1.6M |
A AAPL | Apple Inc | 4.27% | $17.6M | 69,070 | $119.24 | $254.63 | +$3.3M |
R RSP | Invesco S&P 500 Equal Weight E | 3.92% | $16.2M | 85,160 | $134.84 | $189.70 | +$628.8K |
M MSFT | Microsoft Corp | 3.69% | $15.2M | 29,354 | $250.61 | $517.95 | +$358.3K |