Dugan Brown is a federal asset management company that helps federal employees optimize their assets and build a strong financial foundation for their future retirement. As dedicated federal employee financial advisors, we understand the complexity of your benefits and investment options. Our registered financial advisors specialize in asset management for federal employees because we know the intricacies of your accounts and how to maximize their potential.
The Benefit of Working With Federal Employee Financial Advisors
While many financial services companies can advise on general investment accounts, as a federal employee, you have access to a unique set of options. When you need a federal employee asset management solution, it’s important to work with specialists who understand your unique benefits and options. A typical financial plan may not fully capitalize on the opportunities available to you in your specific situation.
When you partner with Dugan Brown, our registered financial advisors, acting as fiduciaries, will help manage your assets on an ongoing basis. We can assist with:
- Thrift Savings Plan (TSP) optimization
- Individual Retirement Accounts (IRAs)
- Non-qualified funds in brokerage accounts
- Other investment vehicles specific to federal employees
Our dedicated federal employee financial advisors build lasting relationships with working federal employees through comprehensive investment guidance. We begin by understanding your unique financial goals during an initial consultation and then implement tailored investment strategies to help achieve those objectives. Through careful analysis of diverse investment vehicles–from stocks and bonds to ETFs and mutual funds–our team actively manages your portfolio, adapting strategies in response to changing market conditions.
The Dugan Brown Difference: Expert Working Federal Employee Investment Services
Choosing Dugan Brown for asset management ensures that your investments are properly allocated at all times within your personal risk tolerance. We offer a variety of robust portfolios with a proven track record of strong performance. Our team works diligently to ensure that your assets are positioned to meet your current and future financial needs.
At Dugan Brown, we are experts in financial planning for federal employees, and asset management is a crucial component of a comprehensive plan. We understand the unique aspects of federal employment, including:
- Federal pension systems
- Government benefits
- Retirement planning strategies specific to federal employees
By working with us, you gain a complete and comprehensive understanding of your options as you develop a long-term relationship with our professionals. Our advisors are investment advisory representatives of and provide advisory services through Smith & Wyatt.
Competitive Pricing for Expert Service: No Hidden Fees
We believe in conducting our business with fairness and transparency. Our federal employee asset management company charges competitive fees that are lower than our competitors, and we never impose hidden charges for services such as:
- Performing transactions
- Consulting with an advisor
- Holding financial meetings
We utilize a “wrap fee” structure, providing clear pricing for our services upfront. This approach ensures you know exactly what you’re getting before you commit without any unexpected costs down the road.
Our Commitment to You
Our values revolve around doing what is best for our clients. We measure our success by how well we help you achieve your financial goals. With Dugan Brown, you’ll work with a dedicated advisor who will construct a strong financial strategy tailored to your personal goals, specific desires, capabilities, and risk tolerance.
Contact us today to see how we can help you build a secure financial future while making the most of your federal employee benefits. Let Dugan Brown be your partner in creating a robust financial strategy that sets you on the path to a successful retirement as a working federal employee.