DD Humes believes
that no two individuals are the same. Each of us travels a
unique path, directed by personal beliefs and values.
DD Humes takes a holistic approach to realizing
your Lifestyle Dreams. Our process is "person-oriented"
rather than product-driven. We believe that your lifestyle
choices should direct your financial course of action - a
life 'by design' not 'by default' - and we use our expertise
in money matters to customize a plan for you.
Our challenge is to help you realize your
lifestyle dreams by generating the greatest investment growth
or income at an appropriate level of risk. The tools we use
include the Enhanced Lifestyle Planner, an Internet based
questionnaire that helps you create a blueprint for your lifestyle
dreams, and investments methods that will get you where you
want to go.
Our investment philosophy is built around
the principle that "the whole is a sum of its parts."
When one part of the portfolio is going up, another part may
be expected to go down. This risk cancellation effectively
results in steadier, more predictable, optimized returns over
extended periods of time. In short, we have more faith in
the proven processes than we do in the individual security
Our promise to you is clear: We practice
innovative thinking, trust-worthy actions, and responsible
portfolio management. Since David Humes first opened his doors
in the late 1970s, DD Humes has been helping clients achieve
their lifestyle dreams through sound financial health.