At DMWB we combine professional investment management counseling with personalized service to help our clients reach, and exceed, their financial goals.  Since 1969, we've dedicated ourselves to increasing client's assets by identifying high-quality equity and fixed-income securities for investment.  We create portfolios that work to protect capital, while maximizing opportunities for growth.

As a smaller firm, the DMWB staff of professionals is uniquely equipped to address our clients' specific needs.  We provide customized service to individuals, pension plans, endowment funds, insurance companies and banks.

DMWB adds value through the research and construction of diversified portfolios.   Our equity strategy takes a value approach to growth.  Bank stocks are a particular area of expertise, providing our clients with an exceptional source of potential growth.  In addition, fixed-income securities are managed to provide income and increased stability.

We measure our success by the success of our clients' portfolios.  The DMWB advantage gives clients everything they need to benefit from opportunities in the ever-changing economy.