Our Framework

At DB Fitzpatrick, our work and our business is defined by client needs and circumstances. We have provided custom-made investment plans tailored to individual client needs since we were founded in 1984.

Mission Statement

Our work, and our business, is defined by client needs and circumstances.

DBF is in business to help clients understand, quantify, and articulate their required return, as well as the risk they are willing and able to accept.  Client risk and return parameters are incorporated into each portfolio managed by DB Fitzpatrick.

Our job is to maximize the return of every client’s portfolio within the boundaries they deem appropriate.  To make this a reality, communication and the understanding of individual needs are crucial.

DBF has a highly experienced and qualified team of investment professionals, prepared to invest in the assets best suited for you and your unique circumstances.