What We Do
What we are
H.S. Dreher Capital Management, LLC is a SEC-Registered Investment Adviser domiciled in North Carolina. The firm operates on a fee-only basis. It does not receive payment or commissions for the sale, recommendation or exchange of securities.
What we do
Investment Management:**
- Formulation of Investment Strategy:
A strategy identifies the assets that are available for investment and allocates them between income and growth investments.
- Execution of Investment Strategy:
On behalf of our clients, the firm invests in stocks, bonds and No-load mutual funds. In conjunction with these activities, the firm–if requested–will assist clients to select brokers and custodians.
- Reporting and Reviews:
Quarterly, the firm prepares for each client a consolidated statement of assets (monthly account statements are furnished by stock brokers, banks and other custodians). Performance reviews are conducted annually.
Research Reports:
Research reports on individual stocks, bonds and No-load mutual funds are from time to time offered for sale.
See Important Disclosure Information
** Minimum fees apply. See Management Fees.