Investing with Us

DSM is a “model portfolio” firm. All accounts are managed on the basis of a client’s financial situation and investment objectives to match the “model portfolio” and in accordance with any reasonable restriction.

Onshore Investing

  • DSM offers separately managed accounts for our Large Cap, SMID, Global and Global Focus portfolios.
  • DSM offers a Large Cap growth registered mutual fund.

Offshore Investing

  • Westchester Fund
  • Greenwich Fund