DHR Investment Counsel Ltd. The Fine Art Of Wealth Management Client Login Security & Privacy You should never have to worry about the security of your invested funds. DHR recommends that your funds be in the custody of independent national firms, in accounts registered directly and only to you. This separates investment management from investment custody and keeps you in the driver’s seat. Our first choice for asset custody is Charles Schwab & Company. Schwab’s reports go directly to you every month. We order trades at Schwab through a Limited Power of Attorney, which allows us to manage but strictly limits our authority over your money. Charles Schwab & Company carries insurance through the Securities Investor Protection Corporation (SIPC). Appropriate levels of insurance protect you from loss. You’ll have access to your account information 24/7 on Schwab’s secure website. DHR’s Privacy Policy rigorously protects your privacy as well. 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

DHR Investment Counsel Ltd. The Fine Art Of Wealth Management Client Login Investment Selection DHR’s investment discipline uses the most thoroughly studied and trusted investment strategy in the world: indexation. No other strategy has been so rigorously and thoroughly examined by so many for so long. Its claims, methods, advantages, drawbacks, and results have attracted the attention of academics, economists, theoreticians, practitioners, and investors for over 60 years. “Index mutual funds” provide several distinct and important advantages to you as an investor: broad diversification, low costs, and lower taxes. Indexing will reliably deliver the return of the market, making it a superior long-term strategy. Your DHR portfolio will include funds offered by two top investment companies that provide indexed portfolios, The Vanguard Funds Group, and Dimensional Fund Advisors. DHR chooses only investment firms with the highest levels of integrity. We study carefully before investing and continually examine the firms with whom we do business. 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