Leave your money with true experts
At Lipe & Dalton, both founders hold the prestigious Chartered Financial Analyst (CFA) designation which is awarded only by the internationally respected CFA Institute Institute. CFA charter-holders are held to some of the highest ethical and fiduciary standards in the investment industry.
Recognition
Helping turn your money into sound investments
Lipe & Dalton is an independent investment advisory firm focused on building sound portfolios for individuals, non-profit organizations, and retirement plans. The firm draws on the extensive experience of Willard C. (Bill) Lipe III, CFA and Patrick M. Dalton, CFA. Whether you’ve recently inherited money, sold a business or accumulated wealth over the years, our investment philosophy has provided clients with above-average investment returns while minimizing risk. We believe in having a well articulated investment process that is premised on long-term fundamentals.
