Moore, Dorothea Jane

Overview

Dorothea Jane Moore operates a single-person, sole proprietorship advisory practice focused on portfolio management for individuals and small businesses. The firm runs discretionary strategies and shows a clear preference for equity exposure, using exchange-traded instruments as the primary building block. Fee arrangements combine a percentage of assets under management with hourly charges, which supports both ongoing portfolio oversight and ad hoc planning or consulting work. Investment activity centers on tailored equity allocations, supplemented by pooled products where appropriate. The adviser is not positioned as an ESG-focused manager and does not operate as a multi-state or pension consultant. Given the small, concentrated client base, the practice appears to emphasize personalized portfolio construction and individualized account management rather than broad institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices