Dellinger, Dolan, McCurdy & Phillips (DDMP) Investment Advisors is an independent practice founded on the principal that not-for-profit organizations deserve personal, proactive service when it comes to planning for their financial futures through institutional asset management. With our partnered approach, we bring distinctive resources, strategic processes and personalized attention for each of our clients.
As financial advisors, we provide knowledgeable recommendations based on our collaborative review of your needs, combined decades of in-field experience, and our continuous industry research. We commit to keeping your organization’s goals the highest priority and to providing long-term, personalized attention to your organization’s financial future.
ABOUT
We believe that with prudent planning, every organization can have confidence in their futures, particularly as it relates to institutional asset management. We are passionate about providing the resources, structure, objectivity and personal attention your organization needs in order to do more with the funds for which you have been entrusted.
In 2006 we founded DDMP to live out our commitment to setting the new standard of service that not-for-profit organization leaders and committees should expect from their financial advisors. We saw an unfilled need for responsive, personal attention for organizations with varied sizes of endowments and investments, which prompted us to pioneer a new service model called the “Partnered Approach.” This new approach ensures you get the benefit of dual insights, with the singular goal of creating a holistic and objective financial plan which takes into account your organization’s specific goals, mission, and specifications. Today, we bring over 86 years of combined industry experience building portfolios and managing risk for organizations.
We advocate for the power of a strategic Investment Policy Statement and plan, which is our basis for the long-term relationship we build with every not-for-profit organization. This means, when we meet with you, we are providing informed, unbiased advice geared towards maximizing your asset
management potential. We provide the necessary structure needed to properly document, plan for, and monitor your endowment and institutional investments.
“Our names are in the company title because we want our clients to know we are personally tied to helping them in their unique circumstances. Our business model is completely client-centric, and we base decisions on our partnership with them.”
Sean Dolan
Financial Advisor, Raymond James
Our top value is partnership.
We provide complete transparency
in our processes and strategic plans.
APPROACH
With our Partnered Approach, we meld process-driven services with a commitment to personal interactions, responsiveness and collaboration. The approach is two-fold.
First and foremost we are wholly partnered with you, and your organization’s end goals become our top priority. We begin by working with you to design an Investment Policy Statement to help your organization to reach its long-term financial goals and mission objectives. This document and our meetings with you allow us to objectively recommend a detailed financial plan designed to help your organization do more with the money with which you’ve been entrusted. We also take into account any specifications or regulations guiding your assets and investments. Based on this objective process and developed plan, we’ll launch and monitor your assets portfolio. Because we are your partners, we are proactive in communicating performance, continuously checking on the plan’s progress relative to your goals, and work with you to make changes as needed.
The second element to the Partnered Approach is in our partnership with each other. We are strategically paired within a specialty at DDMP so that there are two Partners monitoring your assets and collaborating with you throughout the process. You benefit from dual insights, two perspectives, and double the commitment to your long-term strategic plan. We value the objective and specified process we can bring to your investments, which means we are also dedicated to providing quick responses to your questions, coherent presentations of performance, and support through additional resources.
“We commit to looking at everything through our clients’ eyes: to identify their concerns and what’s most important to them. With this deep level of partnership, we can impact their long-term financial future with decisions based on their perspectives and context.”
Jim McCurdy
Financial Advisor, Raymond James
Dual Insights. Singular Focus.
CONTACT
DDMP Investment Advisors
DDMP Investment Advisors is an independent firm of financial advisors who put your goals first. We specialize in advising and assisting in qualified retirement plans, individual investing and institutional investing.
Contact us to experience the advantage of dual insights with a singular focus:
95 Masonic Drive
Elizabethtown, PA 17022
717.689.1010
1-888-843-7295
To learn more about our Partnered Approach in Qualified Retirement Plans and Nonprofit Investment Management, contact:
Todd Dellinger, CFP®, AIF, Financial Advisor, Branch Manager, Partner | 717.689.1010
Todd.Dellinger@RaymondJames.com
John Phillips, AIF, Financial Advisor, Partner | 717.689.1010
John.Phillips@RaymondJames.com
To learn more about our Partnered Approach for Individual Investors, contact:
James McCurdy, Financial Advisor, Branch Manager, Partner | 717.689.1010
Jim.McCurdy@RaymondJames.com
Sean Dolan, Financial Advisor, Partner | 717.689.1010
Sean.Dolan@RaymondJames.com
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
95 Masonic Drive | Elizabethtown, PA 17022 | Phone 717-689-1010 | Toll Free 1-888-843-7295
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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