All holdings
Public marketsSince 2019
DMJ Securities
An independent desk for families and fiduciaries who prefer listed markets, tax-aware books, and a human who answers the phone.
Thesis
Public markets remain the cleanest way to compound. We keep a smaller book so a concentrated holding, a cash sleeve, and a house purchase are one conversation — not three vendors.
Visit dmjsecurities.comHow we operate it
- Private brokerage in listed equities, ETFs, and options.
- Portfolio construction around tax lots, not model-kit slides.
- Credit against securities when a sale would be the wrong event.