Dash Investments - $1M Account Minimum - Woodland Hills, California

Introduction to Dash Investments

Located at 21600 W Oxnard St #1755, Woodland Hills, CA 91367, United States, Dash Investments offers a tailored financial service catering to those seeking a strategic investment approach. With a minimum account requirement of $1M, this investment firm targets high-net-worth individuals looking to grow their wealth through expert management. The company's accessible location, complete with a wheelchair-accessible car park and entrance, ensures that all clients, regardless of mobility, can receive personalized financial planning and investment services.

Key Features and Services

Dash Investments specializes in investment services and offers comprehensive financial planning. Their approach is not just about managing money but understanding and aligning investments with clients' long-term goals. With a team led by experienced professionals such as Zain Griffith, the firm prides itself on its regular communication and thorough explanations of investment strategies, ensuring clients feel informed and confident in their financial decisions.

Accessibility and Reviews

The office at Dash Investments is fully accessible, making it welcoming for everyone. Clients can also reach out easily through their phone number or visit their website dashinvestments.com for more information. The company has garnered significant attention online, boasting an impressive 68 reviews on Google My Business, with an average opinion of 5/5. Testimonials highlight their commitment to client satisfaction, with many praising the personalized service and insightful investment strategies.

Recommendation

For those considering a robust investment strategy, Dash Investments stands out as a notable choice. Given their high ratings and the emphasis on personalized service, it's clear that they take a client-centric approach to wealth management. If you're looking to invest a significant sum and want to ensure that your financial future is in capable hands, it's worth reaching out to Dash Investments. You can easily start this process by visiting their website or giving them a call. With their expertise and your trust, you could be on your way to achieving your financial goals.

This summary encapsulates the essence of Dash Investments, highlighting their key features, accessibility, and the strong reputation built through client feedback. For anyone interested in high-end investment services with a personal touch, Dash Investments is definitely worth considering.

👍 Reviews of Dash Investments - $1M Account Minimum

Michael F.

5/5

We are very happy with Dash Investments and their strategy of investing. Zain Griffith has helped us for 6-1/2 years, always explaining carefully what and why his team does in managing our accounts. He checks in with us regularly and gives us a good overview of market conditions. Dash Investments is highly recommended.

yelena Y.

5/5

We are fortunate to have Zain at Dash Investments as our financial adviser for about 7 years now. He helps us to make the decisions required as we plan for the future in a professional and friendly manner. He is always available to talk and answer any questions we may have. Thank you for being very understanding and helpful.

Frank L.

5/5

Dash Investments has worked out well for us. Our goal was to find someone who could manage our retirement savings in a consistent and logical way that limits our exposure to a sometimes crazy stock market. Zain and Jonathan have provided a consistent service and we feel good knowing we can reach them at any time with questions or feedback and get a reply quickly.

Stephen K.

5/5

I have been very pleased with the philosophy and execution of Dash Investments. Portfolio performance has been very good, but what has stood out is the excellent assistance with financial planning, personal attention , and clarity of investment concepts. They have earned my trust.

Peter E.

5/5

Coming up on eight years ago, my wife and I were looking for a fiduciary financial advisor, and feel so fortunate to have teamed up with Dash Investments, specifically with Senior VP Zain Griffith. Zain’s personable manner and obvious expertise with the global financial situation, along with the team at Dash Investments, have enabled us to feel at ease about our personal financial futures. We consider ourselves fairly ordinary investors, having both worked hard for many years, finally reaching retirement and chasing a few dreams, adventures, and hobbies. We are avid news followers, opinionated on various topics, but our Wall Street acumen would be considered peripheral at best. We enjoy it when Zain reaches out several times a year, and brings us up to date on the latest thoughts that Dash has on the current situations of the day. This is their daily world, a little different from ours, and they’re really good at it, with sound judgement, as evidenced by the stability and growth in our portfolio, which we could never have done on our own. We consider Dash Investments to be a solid partner, working behind the scenes, always readily available if needed, as we stroll through our golden years.

Linda J.

5/5

We have been with Dash Investments for close to 6 years , working with Zain Griffith a very informative and personable senior vice president. The comparison between Dash Investments and two previous investment firm's in New York city have been literally the differences between night and day. Zane checks in with me periodically, to review any questions or concerns in my portfolio. As the market and economy often fluctuate there is always suggestions to review that makes my relationship with Dash Investments so special. James Johnson

Donna E.

5/5

I have been a Dash client for eight years. I am very satisfied with Dash.
The professional fiduciary approach of the company has led me to make/keep Dash as my financial advisor. I have had accounts with "larger" companies but I found myself being treated as a number and not a valued client. I also recently investigated another large advisory group, Edelman, but their own assessment found that Dash was providing exemplary services, "even for a small boutique firm". After working with larger firms I really appreciate Dash's boutique personal approach. I can call, email or text and I always receive a timely response regardless how silly my query may be. Dash is very good at providing information on any financial product. Whether it's in my portfolio or not. I enthusiasticly recommend Dash to everyone especially if you have limited experience in financial planning.

Estelle E.

5/5

Zain has been managing my finances for 10 yrs and over that time I have developed great confidence in his ability to not only manage my accounts but also to provide guidance with my decision making and understanding of the whole process. He has always been thorough and exceedingly helpful. I couldn't ask for better.