At Dreher Investment Services, we apply our expertise in high-grade
equity and fixed income investment management to satisfy a broad range of
clients and client needs.
Foundations and Large Trusts
Portfolios are completely customized to
meet individual needs, including reporting structures and presentation
Dreher Investment Services acts as investment adviser
for both participant-directed and trustee-directed plans. We also coordinate
selection of both the plan administrator and the custodial entity that best
meet the requirements of your plan.
Dreher Investment Services capabilities include
portfolio management, financial modeling, and regulatory compliance reviews. We
also provide banks with a compensation structure for referral of their larger
clients needing personal investment advisory services. Development and
management of common trust fund applications is an additional resource for bank
greatest compliment we can receive is a personal referral of a friend
or family member.