About the Business
Founded in 1987, DHR Investment Counsel, Ltd. is a Registered Investment Advisor that provides investment management and counsel, financial planning and advice.
We understand our clients as whole people and deliver comprehensive financial services. We help each client plan for and achieve their unique, individual vision for financial success.
We pursue long-term investment portfolio success using sound philosophy and a firm but flexible discipline. Our investment approach is based on strong theory and compelling evidence, executed carefully and consistently.
Our clients share enduring relationships with us and we care deeply about each and every one of them. Several of our clients have been with us since we founded the firm.
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- Davis began his career in 1966 at Connecticut General Life Insurance Co., where he developed expertise in estate planning and life insurance products. He went on to work in insurance and securities sales for Connecticut General, and then for several independent Broker/Dealers in the Bay Area, before starting DHR in 1987.
- (510) 596-2580
- 5435 College Ave, Oakland, CA 94618
- Visit Website
Opening Time
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Mon
8:00 AM - 5:00 PM
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Tue
8:00 AM - 5:00 PM
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Wed
8:00 AM - 5:00 PM
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Thu
8:00 AM - 5:00 PM
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Fri
8:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed