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Wealth. Managed.

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.

How We Work

Your goals,
our experience

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."

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How We Work

Allocators AND Investors

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.

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How We Work

Big picture,
small details

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.

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How We Work

Building trust
through transparency

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.

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Who We Are

A team of Passionate Experts

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.

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