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Dumaine Investments
Dumaine Investments is an independently owned and operated wealth management firm based in New Orleans. It provides financial planning and wealth management...
Overview
Dumaine Investments is an independently owned and operated wealth management firm based in New Orleans. It provides financial planning and wealth management services and acts as a fiduciary to its clients. The firm is compensated solely by client management fees rather than commissions, and offers services including client analysis, active account management, and alternative investments in real estate for qualified investors.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New Orleans
Corporate office
New Orleans, LA, United States
Principals
William H. Hines
Manager
Sector focus
Frequently asked questions
What is the investment strategy of Dumaine Investments?
The office runs a conservative, multi-asset-class strategy oriented toward capital preservation. The portfolio divides between public equities — with a preference for blue-chip, dividend-paying stocks — a ladder of municipal and corporate bonds, and a significant allocation to real assets. Those real assets include Louisiana and Mississippi farmland, timberland, and legacy commercial properties in downtown New Orleans.
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