At Dreher Company we apply our expertise in high-grade equity and fixed income investment management to satisfy a broad range of clients and client needs.
Foundations and Large Trusts
• Portfolios are completely customized to meet individual needs, including reporting structures and presentation frequency.
Qualified Retirement Plans
• Dreher Company acts as investment adviser for both participant-directed and trustee-directed plans. We also coordinate selection of both the plan administrator and the custodial entity that best meet the requirments of your plan.
Financial Institutions
• Dreher Company capabilities include portfolio management, financial modeling, and regulatory compliance reviews. We also provide banks with a compensation structure for referral of their larger clients needing personal investment advisory services. Development and management of common trust fund applications is an additional resource for bank trust programs.
The greatest compliment we can receive is a personal referral of a friend or family member.