DDS INVESTMENT MANAGEMENT, INC.

Overview

DDS Investment Management, Inc. is organized as a corporation that appears to operate on a limited advisory footprint. Records classify the firm as unclassified and list the owner type as a combination of domestic entity and individual. The firm is not identified as a capital allocator and is not marked as a multi-state adviser, pension consultant, related adviser or active ESG investor. Fee arrangements are labeled generically as "other," and specific advisory or business activities are not detailed in the record. What is visible about the firm's investment activity points to a narrow, manager-driven approach: allocations into real estate through external managers and the use of mutual funds for core exposure. The firm also has industry ties to accounting and real estate brokerage, which suggests its investment work may be closely integrated with those service lines or that it sources deal flow and due diligence through those networks.

Assets & Accounts

Investments & Alternatives

Location & Offices