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Home > Financial Services > Stock Brokers > Dorsey & Company, Inc.
Dorsey & Company, Inc.
Dorsey & Company is a member of NASD, the National Association of Security Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Dorsey & Company is a New Orleans based securities firm, which since their founding in 1959, has been serving the needs of multiple generations of Gulf South investors. They provide full service financial and securities services to individual, corporate and institutional clients. These services include investment consulting and money management, securities brokerage; market making, municipal and corporate finance, personal financial planning services and insurance.
Mutual funds pool the money of many investors who share similar objectives, creating diversified portfolios under professional management. A mutual fund may invest its shareholders’ money in stocks, bonds or both. They offer a variety of stock, bond and balanced mutual funds from several companies including municipal bond funds designed to yield maximum tax exempt income. They also offer unit investment trusts which provide diversified portfolios of municipal, public debt and equity securities.
The new Roth IRA, Individual Retirement Arrangement funded with after tax contributions, offers tax free accumulation plus tax free withdrawals in retirement. Most investors with more than five years to retirement will find this their best choice. Their custom software analysis will help your broker provide sound advice on whether to convert your traditional IRA into a Roth Conversion IRA.
Their Strategy Plus program helps you and your Financial Consultant develops the appropriate blend of asset classes for your overall investment strategy. With decades of market activity to analyze and hundreds of studies to review, they now know the most important factor that affects investment performance isn’t the ability to time the market, anticipate global economic changes or forecast investor psychology. In fact, more than 90 percent of a portfolio’s performance depends on a process known as asset allocation the science of combining the right categories of investments in the right proportions for you.
They are dedicated to providing the highest quality, client focused, wealth management strategies in an independent, conflict free environment.
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