SERVICES

DISCRETIONARY PORTFOLIO MANAGEMENT

We are a value oriented investment adviser focused on preserving and growing our clients' capital. We utilize fundamental analysis to identify public securities, particularly in special situations commercial real estate, that we believe are trading at either a discount or premium to their intrinsic value. This value oriented investment style and our founder's background in distressed investing often lead us to explore special situations, restructurings, and other opportunities either not broadly followed, or not particularly well understood by the investment analyst community. In addition to discretionary portfolio management, the firm may offer non-discretionary portfolio advisory services on a select basis.

FINANCIAL PLANNING AND CONSULTING
 

In addition to portfolio management, we offer a variety of independent advisory services to select clients. We have significant experience in the acquisition and workout of distressed companies, real estate and loan portfolios, and are available to assist in the underwriting and diligence of such opportunities should they arise for clients.

DISCLOSURE STATEMENT

Click here to download our Form ADV Part 2.

Additional information about the firm is available on the SEC's website at www.adviserinfo.sec.gov.

The searchable IARD/CD number for Dirigo Investment Advisors, LLC is 285497.