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Dauntless Advisory
Bespoke Wealth Management | Precision. Discretion. Partnership. | Dauntless Advisory is a boutique registered investment adviser built for individuals,...
Overview
Bespoke Wealth Management | Precision. Discretion. Partnership. | Dauntless Advisory is a boutique registered investment adviser built for individuals, families, and institutions who value thoughtful counsel, discretion, and a long view. We provide bespoke wealth management grounded in trust and shaped by the belief that capital should support not only financial strength, but a life of purpose, clarity, and enduring legacy.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Annapolis
Corporate office
New York, NY, United States
Frequently asked questions
What investment asset classes does Dauntless Advisory use?
The firm builds diversified portfolios using public equities, fixed income, private equity, hedge funds, real estate, cash, and other alternative investments. Allocations are customized per client.
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