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 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 selections. 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.
J. Levitan, MD