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Investment Management Tailored to Client Needs

D.B. Fitzpatrick & Co., Inc. was established in 1984 by Dennis B. Fitzpatrick to serve the investment needs of institutional and individual investors.  We advise corporations, pension plans, endowments, public funds, and high net worth individuals.
 
Today we manage in excess of $893 million in client assets.  Our firm fosters long-term relationships that are built based on the needs of our clients.  Each client portfolio is managed seperately and reflects individual client risk and return preferences.
 
Market Indices
SymbolPriceChange% Chg
SPY110.891.421.30%
DIA104.581.301.26%
EEM42.030.491.18%
EFA52.490.480.92%
Quotes are by IDC Comstock and are delayed 20 minutes.
Fund prices are from Morningstar.
 
 
 
 

Strategy Spotlight


The DBF Commercial Mortgage Strategy has consistently added alpha to the Barclays Aggregate and Barclays Mortgage.

  

 

More Information...

Investment Strategies

 

DBF has four fixed Income composites.  The oldest was incepted in 1989; the newest in 1992.  Our concentrated Growth Equity Strategy was incepted in 1990 and has consistently outperformed the S&P 500 over time.  

  
 

 

Economic Forecast


On behalf of our clients, the economic forecast is composed quarterly by Dennis Fitzpatrick, Cody Barney & Brandon Fitzpatrick.

Liability Driven Investing (LDI)

 

As investment managers, it is important that we and our clients stay on top of recent trends that affect the global investment community.  One concept that has been gaining momentum in response to the volatility in the equity markets coupled with record low interest rates is Liability Driven Investing, or LDI.  Our recent research and thoughts on Liability Driven Investing and the implications of implementing such a structure within the context of a pension plan can be viewed using the following link:

 

  

Liability Driven Investing (LDI)...

 D.B. Fitzpatrick & Co., Inc.

225 N. Ninth Street, Suite 810
Boise, Idaho 83702
Phone: (208) 342-2280  Fax: (208) 342-2448