Lawrence W. Doyle and John F. Moynihan are pleased to announce the formation of DM Income Advisors, a Connecticut registered Investment Advisor.
DM Income Advisors was launched to help accredited investors generate meaningful levels of income, primarily tax-exempt, in a prudent risk-adjusted fashion. In an environment where risks remain high and interest rates and income levels remain low, investors are increasingly challenged to find real value and income opportunities within the markets. DM Income Advisors has a strategic relationship with an asset management firm uniquely positioned and keenly focused on delivering value and income.
Areas of focus include the financing of education, health-care, and airport facilities projects in general. More specifically, these projects are centered on charter schools, senior-care living, and fixed based operations. Rigorous and extensive risk management is the foundation upon which the business rests. The asset manager implements a number of practices and tools, including: analysis of state legislation, site visits, quarterly review of unaudited financials, and annual review of audited financials. This due diligence is undertaken on an ongoing basis. Transparency is the linchpin upon which financing is provided and ongoing credit oversight is executed.
Client assets are held at separate custodians and never touched by the asset management firm.
The principals of DM are not only pleased to solicit accredited investors on behalf of this firm but are clients of the firm themselves. ”We believe in the investment style and opportunities and were clients long before forming DM,” said principal John Moynihan.
If you are an accredited investor and would like to learn more about DM Income Advisors, please direct all inquiry to Larry Doyle at (203) 532-0913 or firstname.lastname@example.org.
We look forward to speaking with you.
DM Income Advisors, LLC