DESSONVILLE FINANCIAL GROUP INCORPORATED

Overview

Dessonville Financial Group Incorporated operates as a small, individual-owner advisory firm focused on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and manages a mix of discretionary and non‑discretionary relationships. Its stated client base is individual and family investors, and it does not position itself as an ESG‑focused or pension consulting adviser. Investment activity centers on pooled public funds and mutual funds as the primary allocation vehicle, supplemented with separate managed accounts and targeted allocations to real estate-related alternatives. The firm is not a capital allocator to private fund managers in a broad sense but uses third‑party alternative managers for specific exposures such as REITs and other real estate strategies.

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Location & Offices