
Why Dendrite
Strong values, unwavering ethical commitment, and doing what’s right for clients.
Many people have complicated financial lives; sometimes it isn’t obvious just how complex they have become. In order to properly manage those complexities, one needs three things: time, willingness, and aptitude. If any one of those are missing, the outcome will be less favorable. Dendrite Capital specializes in addressing the 360-degree view of clients’ financial needs.
Dendrite Capital provides clarity and insight to clients. With over 25 years of industry experience, Pat delivers sound results to clients, backed by the necessary education and experience.
From the very beginning of a relationship with Dendrite Capital, clients are carefully guided through the data-gathering process. It may take some extra time and effort, but the results are worth it. The better Dendrite Capital understands your situation, the more benefit Dendrite Capital provides. Clients often say they are surprised at the level of detail involved, but leave knowing there is an uncommon depth of understanding.
At Dendrite Capital, there is no calling an 800 number. There is no “we are experiencing longer hold times than normal.” Clients speak directly with Pat Mickelson, via phone or email, if they have a question. Dendrite Capital strives to makes doing business easy and appreciates every client it serves.
Best of both worlds: Dendrite Capital works directly with fund managers, analysts, and consultants at many well-known investment companies, while still maintaining full independence. Dendrite Capital acts as an advocate for its clients in every way.
Dendrite offers the following services:
Investment Services
Examine Goals, Objectives & Preferences
Advise on Current vs. Proposed Asset Allocation Changes
Integrate Unique Holdings & Business Interests into Overall Allocation
Recommendation & Review of New Investment Opportunities
Provide Strategic & Tactical Custom Asset Allocation
Financial Planning Services
Financial Projections
Liquidity Needs Analysis
Debt Reduction Strategies
Insurance Needs Analysis
Social Security Analysis
Tax Mitigation
Retirement Planning
Diversification
Funding for Education
Monte Carlo Simulation