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About Downtown Investment Advisory

Downtown Investment Advisory is an SEC Registered Investment Advisory firm founded in 2013 with $125 million in assets under management, focused on high yield income solutions, mainly for high net worth individuals or clients at or nearing retirement. Many investors are seeking an alternative to the volatile stock market but still want to generate reasonable returns. Others seek out a sustainable income stream to fund monthly expenses, especially if in retirement. We create custom portfolios of high yield income assets that generate a steady stream of income regardless of the market price movements of the portfolio. In this way, market volatility is put aside, as the yielding assets generate a fixed level of income that can be withdrawn each month, or left to grow. Most advisors rely on what are typically low yielding bond funds for fixed income allocations; we specialize in a wide range of high yielding asset classes to build custom portfolios to achieve higher yield targets. DIA is authorized on the Charles Schwab platform which we use as a third-party custodian; all managed accounts are held in the client's name & control. Please feel free to reach out to me for more information at (917) 363-4919 or salo@downtownllc.com. If you prefer, you can message me right here on LinkedIn and I'll reply promptly.

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