DAHAB ASSOCIATES, INC.
BAY SHORE, NY

Dahab Associates, Inc., founded in 1986 by Richard E. Dahab, CFA, is a go-to investment consulting firm rooted on Long Island, NY. With over three decades of experience, they focus on helping pension funds, endowments, foundations, and wealthy families make smart investment decisions. Richard's intriguing background-engineer extraordinaire with skills in rocket guidance and co-creator of piezoelectric image stabilization tech-has fueled the firm’s significant growth. Nowadays, Dahab Associates has expanded to offices across New York, Massachusetts, Pennsylvania, and Florida, where they consult over 80 clients ranging from public funds and corporations to foundations and family offices. They manage considerable assets under advisement for these diverse client bases. Their service offerings are comprehensive, assisting both defined benefit and contribution plans, Deferred Compensation (DC), OPEBs, and various types of pension and welfare funds, as well as family offices, endowments, and more. Their experts help clients see the full picture of their investment portfolios, shedding light on fees, strategies, and suitability while making sure they're in line with regulatory requirements and aligned with individual risk preferences via personalized policy statements. Dahab Associates shines a spotlight on assessing performance metrics, allocations, and peer manager comparisons, guiding trustees in grasping the nuances of different investment opportunities. Their strategies aim to maximize returns whilst minimizing risks. Under CEO William E. Dahab and President David Lee, with Richard Dahab holding the honorary title of Chairman Chai, their mission remains a steadfast beacon, steering clients towards stable and lucrative financial horizons. Based in Suite 921 at 3800 South Ocean Drive in Hollywood, FL, they maintain an active presence through various contact means. As a Florida-registered company (FEI number: 112783874), its incorporation took place on July 24, 1990 (filed as P30580) and had a notable operational update with reinstatement on October 8, 2010; their annual report for the fiscal year 2024 is dated January 29, 2024.