Dash Investments - $1M Account Minimum - Woodland Hills, California

Michael F.

We are very happy with Dash Investments and their strategy of investing. Zain Griffith has helped us for 6-1/2 years, always explaining carefully what and why his team does in managing our accounts. He checks in with us regularly and gives us a good overview of market conditions. Dash Investments is highly recommended.

Frank L.

Dash Investments has worked out well for us. Our goal was to find someone who could manage our retirement savings in a consistent and logical way that limits our exposure to a sometimes crazy stock market. Zain and Jonathan have provided a consistent service and we feel good knowing we can reach them at any time with questions or feedback and get a reply quickly.

Rosemary W.

I have been with Dash Investments since 2016 and Zane Griffith is my financial adviser.He is very articulate and always available to answer my financial questions.The company works as a team so there is more than one person managing my money.I have made a significant amount of money over the last 8 years.Only once did my investment lose money and that was quickly recovered. I would highly recommend Dash Investments. I have recommended them to my friends and family.

Stephen K.

I have been very pleased with the philosophy and execution of Dash Investments. Portfolio performance has been very good, but what has stood out is the excellent assistance with financial planning, personal attention , and clarity of investment concepts. They have earned my trust.

Melanie G.

I've had the pleasure of being a client of Dash Investments for several years, and I couldn't be more satisfied. Zain Griffith has been my primary point of contact, and his expertise and personalized service have been invaluable.

The entire team at Dash has consistently demonstrated a deep understanding of investment management, financial planning, and tax strategies. Their ability to craft tailored plans that align with my specific goals has been impressive. They've helped me navigate complex financial landscapes with confidence and ease.

I wholeheartedly recommend Dash Investments to anyone seeking a reliable and knowledgeable financial partner. Their commitment to excellence is evident in every interaction.

Randall A.

We are delighted with Dash Investments' relationship with our family. For a number of years now, Dash Investments has given us high-quality financial guidance, all the while explaining the complexities of investing in down-to-earth language we lay people can understand. Just as important, they are a pleasure to work with: respectful, thorough, organized, and friendly. And they have great follow-through, and follow-up, on every part of their plans and promises. From them, we've become much more wise investors. We trust the highly-competent people at Dash Investments, and we've become more confident and secure in our investment practices. Good job, Dash Investments!

Peter E.

Coming up on eight years ago, my wife and I were looking for a fiduciary financial advisor, and feel so fortunate to have teamed up with Dash Investments, specifically with Senior VP Zain Griffith. Zain’s personable manner and obvious expertise with the global financial situation, along with the team at Dash Investments, have enabled us to feel at ease about our personal financial futures. We consider ourselves fairly ordinary investors, having both worked hard for many years, finally reaching retirement and chasing a few dreams, adventures, and hobbies. We are avid news followers, opinionated on various topics, but our Wall Street acumen would be considered peripheral at best. We enjoy it when Zain reaches out several times a year, and brings us up to date on the latest thoughts that Dash has on the current situations of the day. This is their daily world, a little different from ours, and they’re really good at it, with sound judgement, as evidenced by the stability and growth in our portfolio, which we could never have done on our own. We consider Dash Investments to be a solid partner, working behind the scenes, always readily available if needed, as we stroll through our golden years.

Toko T.

I began working with my advisor, Zain Griffith, in May of 2019 after doing research and conducting RFPs with various financial advisors as I started thinking about retirement in the next four to five years. My experience with him and his team has been nothing but excellent. Zain is personable, responsive, and provides insightful information and timely professional advice. He listens well and I find Dash's investment strategy is in alignment with my own. I was never anxious with my investment portfolio throughout the pandemic and beyond. My portfolio has grown nicely and it gives me confidence that Zain and his team will continue managing my portfolio well. Although I'm still working and may not retire for another few years, I joke with Zain that I may call him up all of a sudden to declare my reitrement as I can retire now thanks to his careful management of my portfolio. With appreciation.