Lipe & Dalton

Lipe & Dalton, Investment Counsel is an independent, fee only investment advisory company specializing in separately managed investment portfolios for individuals, non-profit organizations and retirement plans. The company draws on the extensive experience of Willard C. Bill) Lipe III, CFA and Patrick M. Dalton, CFA. Our investment philosophy is to supply our customers with above-average investment returns while minimizing risk. We are committed in having a well articulated investment process that is premised on long-term fundamentals.