Dyson is an investment advisory firm that provides customized family office services. We deliver a differentiated goals-based investment approach with high touch administrative services to a select group of high net worth clients.
We partner with our clients to identify their goals and create a portfolio that helps achieve them. We set metrics for success and measure against them every quarter. We believe in the motto "that which gets measured gets done."Explore Our Services
Dyson develops portfolios that strive to capture cost-effective market returns in efficient, liquid markets, while using our decades of experience as direct investors to seek excess return by identifying long-term investment themes and opportunities derived from market dislocations.Explore Our Services
Our integrated family office services incorporate all aspects of our clients’ wealth into their financial planning. We produce detailed financial, performance and planning reports that provide the context and clarity needed to make actionable decisions to achieve clients' goals.Explore Our Services
Whether it’s measuring your investment performance against relevant benchmarks, or giving you a clear understanding of your fees, we give you the data you need to evaluate investment decisions.Explore Our Services
The Dyson team combines dedicated client service professionals with an experienced investment team that has a distinguished record and deep analytical understanding of business and financial markets.