DHR Investment Counsel Ltd. The Fine Art Of Wealth Management Client Login Services For Trustees DHR’s wealth management services can also help if you manage portfolios in personal trusts or ERISA (Employee Retirement Income Security Act) retirement plans. If you serve as a trustee of such funds, you manage wealth that belongs to other people. The law prescribes your obligations and duties. Liabilities matter. You must dedicate your efforts competently and exclusively for the plan’s beneficiaries. You have to manage portfolio costs, yet many costs can be hidden. And even as you manage the portfolio for the benefit of others, you personally have significant financial and legal liability for its success. DHR can help you establish and maintain prudent and proven investment strategies for ERISA plans and other trusts. We’ll educate you about investment selection and guide you in plan selection and design. We’ll connect you with other professionals when needed, and coordinate all the various aspects of the work. What a relief. DHR Investment Counsel Ltd. Founded in 1987, DHR Investment Counsel Ltd. is a Registered Investment Advisor that provides investment management and counsel, financial planning, and advice. Site Map Home About Us Our Clients Our Services Investing The DHR Art Collection Resources Contact Us Disclosures Contact Us 510-596-2580 510.596.2590 5435 College Ave, # 200, Oakland, CA,94618 Our Services Wealth Management Coordination of Services Services of Trustees. Investing Services Asset Allocation Investment Selection Investment Firms Security & Privacy