Morris Amiri
Beverly Hills, California, 90212
Member Since 2012
Do you want to invest like Warren Buffett? Dash Investments is an registered investment advisor 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.
Like Warren Buffett, we are dedicated to value investing. Protecting your capital is our minimum goal and is the foundation of our philosophy. To ensure congruity of interests, we invest substantially all our own capital directly alongside our clients\' capital.
My Location
Background Information
Years of Financial Experience
- 15
Education
- Arizona, Eller School of Business (Finance)
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Schwab Institutional
- TD Ameritrade Institutional
Types of Financial Reports
- Performance Report (Semi-Annually)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 4266581
- Securities Registrations: Series 66, Series 63, Series 7
- Insurance Licenses:
Company Names
- Registered Investment Advisor: Dash Acquisitions LLC
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Alternative Investments
Visit Website - http://www.dashinvestments.com
