Downtown Investment Advisory (DIA) is a Registered Investment Advisory firm that provides customized investment advisory services to individuals and charitable institutions. Our goal is to create a long term investment plan for each client and to implement this plan by selecting and managing a portfolio of investments. DIA offers intense personalized services as an alternative to the large wealth advisory firms that typically provide their best service only to accounts above $5 million. One of our guiding investing principles is that stocks are not necessarily the best solution for many clients and that fixed income should be considered more often. This philosophy on investing has been developed based on 20 years of institutional investing and navigating through the crashes of 2001-2002 and 2008-2009. As an independent firm we do not have incentives to place clients in certain assets or "house funds" and we do not earn sales commissions. DIA is licensed according to required securities regulations. DIA utilizes the services of Charles Schwab & Co., Inc. as a third party custodian. Our clients open and control an account at Schwab in their own name, and DIA never takes custody of client accounts. Please click on the links below to download our firm brochure.