Tom Walsh and Dave Duncan have each been in the investment business for over 35 years.  Each has made managing their respective clients' investment assets the core of his practice. They met at an industry group in the early 2000's, and became affiliated within a branch of their broker dealer in 2005.

Over the years, each of them has been asked by their fellow advisors, many of whom are more generalist in nature, to partner with them and manage the investment portion of their client accounts. They recognized that Tom and Dave are more focused on investing, have a greater depth of knowledge and experience, and a flat out passion for the investment of client assets.

In 2013, Tom and Dave decided to formalize these partnership arrangements with other advisors by forming Duncan Walsh Advisors (DWA).

DWA provides 14 model investment portfolios to over 130 Investment Advisors of the Duncan Advisor Resources branch within Cambridge Investment Research.  The advisors are able to manage the relationships with their clients, with the confidence that the investment management of their portfolios is under the guidance of Duncan Walsh Advisors.

Tom Walsh, a Chartered Financial Analyst, is the Founder and President of Walsh Asset Management. Dave Duncan, a Certified Financial Planner®, is the Chairman and CEO of Duncan Financial Group.  Tom is the Managing Partner and Chief Investment Officer of DWA, while Dave is the Managing Partner and Chief Executive Officer.  Tom and Dave each have over 35 years of experience in the investment business with over $400,000,000 combined of their respective clients' assets under management.