I help a select group of affluent and institutional clients grow and preserve wealth. I believe risk management is often the path less taken but the steady course leading towards successful long-term financial outcomes. This goals-based investing approach is accomplished through combining comprehensive wealth management with proprietary state of the art analysis. As a private portfolio manager, I create customized portfolio strategies tailored to the individualized needs of my client. Implementing a goals-based approach to financial planning, Kingsview Fort Wayne has the expertise and experience to solve even the most complex endeavors of wealth management. Lead by Buff Dormeier Kingsview Wealth Management's Chief Technical Analyst and Portfolio Manager, Buff has been recognized as a Best in State Wealth Advisor by Forbes Magazine*. Fort Wayne's Kingsview team provides comprehensive wealth management services and state of the art portfolio management to affluent and institutional clientele. Their mission is to guide clients in building and protecting wealth, providing an income plan for life and a legacy for beyond. Dormeier Wealth Management's minimum relationship for potential new clients begins at $500,000 and including extensive interviews. RFPs welcomed. https://www.kingsview.com/office/fort-wayne-office/
Kingsview Partners is an independent fiduciary advisory firm catering to a discerning investor who understands the value of a comprehensive financial solution. Our innovative, curated approach to investing features a team of experts working in lockstep and combining personalized attention to detail with a broad-ranging menu of services and cutting-edge technology.
It goes without saying that an investor's specific needs should always be their advisor's foremost concern. However, the problem with some Wealth Management is that registration, regulation, compensation and affiliation determine what clients are sold. As an independent fiduciary advisor, Kingsview Wealth Managers adhere to the fiduciary oath, which places the client's interests above all else. Our transparent, no-nonsense approach ensures investors are treated like peers, not pawns.
Donald Dormeier
Wealth Manager
With more than four decades of investment experience, Don ensures that our clients receive a high level of personal service.
Because your financial situation is often complex, Don typically works with your attorney, accountant and other professionals to help design and implement the strategies that can assist you in the pursuit of your goals.
Laura Rowe
Wealth Manager
As a Wealth Manager, Laura's goal is to develop a relationship with you allowing her to understand your unique financial objectives; whether it may be maximizing your retirement income, outpacing inflation, or leaving a legacy.
General Information |
| Firm Start Year: | 2012 | |
| No. of Employees: | 20-49 | |
| States Licensed in: | IN |
| Number of Years with Current Firm: | 3 |
| Work Experience: |
Honors & awards
Best Specialist Product Research Best Specialist Product Research
Issued by The Technical Analyst · May 2022 Issued by The Technical Analyst · May 2022 Finalist Technical Analyst of the Year The Technical Analyst · May 2021 Technical Analysis Book of the Year Issued by Technical Analysis Magazine · Apr 2013 Trader Planet's Book Resource of the Year Issued by Trader Planet On-Line Magazine · Feb 2012 Charles H Dow Award Crowned by Market Technician's Association / CMT Association April 2007 Kingsview Partners Chief Technical Analyst (CTA) Kingsview Partners Dec 2019 - Present 2 years 11 months Wells Fargo Advisors Managing Director - Investments, Senior PIM Portfolio Manager Wells Fargo Advisors Jun 2006 - Dec 2019 13 years 7 months Fort Wayne, Indiana Area, United States Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. TP Donovan Investments Technical Analyst / Portfolio Manager TP Donovan Investments Jan 1999 - Apr 2001 2 years 4 months Indianapolis, Indiana Area, United States Lead portfolio manager, conducted research and risk and market analysis for family office. Charles Schwab 01/1996- 01/2000 Founder Schwab Technical Analysis Team |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning |
Services |
| Investment Types: | Stocks, Bonds, Insurance, Annuities, Options & Futures, Alternative Investments |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Your Office, Email, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity |
Firm Information |
| Advisor's Number of Clients: | 250 |
| Advisor's Number of Managed Clients: | 250 |
| Advisor's Number of Planning Clients: | 250 |
| Assets Managed by Advisor: | $300,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | Negotiated |
| Hourly Rate: | Fee Only |
Education |
| BS - Business / Urban Regional Planning | Indiana State Univesity
- Terra Haute, IN 09/01/1988-05/01/1992 |
Financial Services |
| Financial Planning for Businesses
Next-Level Business Planning Running a business requires expertise in several areas: financial planning, accounting, taxation, insurance, and investment management, to name just a few. The breadth of services offered by Kingsview's family of companies means you're covered on every front. |
| Financial Planning for Individuals
Understanding Investor Needs Kingsview Partners understands that each investor has unique financial goals, and it's our job to understand your priorities fully. Once we know where you're headed, we can help provide a path toward your long and short-term goals. |
| Financial Advice & Consulting
A LIFELONG PROCESS Stability in Retirement When it comes to retirement planning, sooner is better than later, but you can start at any time. The process consists of more than just saving for the future, however; it must take your complete financial picture into account. Kingsview Partners will help you identify sources of income, calculate your expenses, help you implement a savings program, and assist in managing assets and risk. |
| Portfolio Management
Buff Pelz Dormeier, CMT®, is a foremost expert in the field of volume analysis and founder of VolumeAnalysis.com. He has over 25 years' experience dynamically managing private investment portfolios for affluent individuals, institutions, trusts, endowments and financial advisors. An Award-winning industry innovator, Dormeier is the developer of Volume Weighted Moving Averages (VWMAs), the VW-MACD, the Volume Price Confirmation Indicator (VPCI), VPCI Stochastics, the Anti-Volume Stop Loss (AVSL), the Trend Thrust Indicator (TTI), Capital Weighted Volume Indexes, as well as a host of capital weighted volume based breadth indicators. Buff's work with market indicators and trading system design has been published and/or referenced in Barron's, Stock's & Commodities, C-NBC, The Financial Times, and Active Trader magazines, as well as the IFTA & MTA Journals. |
| Retirement Planning
The Volume Factor Dividend Tree (VFDT) portfolio is Kingsview's goals-based tactical investment strategy for those with ambitions of growing income. The objectives of VFDT are to provide investors with the following: 1) A growing dividend yield 2) Capital appreciation 3) Downside risk mitigation VFDT employs a unique quantamental selection process. Quantamentals is the fusion of fundamental and technical analysis via a quantitative process. Factor investing is an investment approach that looks to identify quantifiable investment characteristics or factors explaining differences in returns. Specifically, the mission of the Volume Factor Dividend Tree portfolio is to invest in stocks with the following qualities: Fruit Bearing - Stocks in VFDT are required to pay dividends. Growing Branches - Stocks in VFDT have demonstrated above-average dividend growth over the past three to five years. Strong Roots -VFDT stocks are required to be in the top ranges of Free Cash Flow / Enterprise Value. Ripe for the Picking - Once the securities have been screened for the above qualities, the Volume Factor quantitative scoring model seeks to identify those remaining candidates we believe are presently ripe and poised for potential capital appreciation. |
| 401K Rollovers
401K Rollovers accepted as well as active management strategies for self-directed 401k plans with a brokerage window. |
| Insurance Planning
SECURING YOUR GOALS Wealth Protection Offerings Kingsview Partners aims to protect you and your financial goals in every respect. Insurance is an essential component of wealth management, preparing you for various contingencies and ensuring peace of mind. |
| Annuities
Stuck in an annuity? We offer annuity repair strategies and income strategies. |
| Estate Planning & Trusts
PROTECTING YOUR ASSETS Safeguarding the Future Estate planning is a necessary venture, regardless of the size of your portfolio. Taking protective steps now ensures that your heirs will receive their inheritance as you intend. Kingsview works with a team of experts to coordinate your holdings and safeguard the future for those you hold dearest. |
| Tax Advice and Services
A TAX-EFFICIENT APPROACH Maximizing Your Money Efficient tax planning requires a comprehensive analysis of your overall financial picture, because all elements must function in harmony to ensure you pay the lowest taxes possible. Kingsview Partners' approach employs a tax-efficient methodology within your investment portfolio, education funding, income distributions, estate planning and risk management strategies. |
| Investment Advice & Management
Understanding Investor Needs Kingsview Investment Management (KIM) firmly believes that investor needs tend to be far more complex than a simple risk/return profile. KIM's unique investment methodologies and boutique structure allow our team to be more reactive and, thus, far more impactful. |
| Wealth Management
Elevating The Standard Of Care Investing is about far more than just growing your wealth. It's about using money as a tool to live your best life and build a better future. That is why for the team at Kingsview Fort Wayne, personalized service has taken on a whole new meaning. |
| Risk Management
Volume is the unknown investment factor. By following the flow of capital, volume analysis may provide investors with an edge. Those who follow price trends and momentum alone may be investing toward the peak of an advance and inclined to be shaken out by price whipsaws. Combining volume with price analysis may assist in alleviating these common trend and momentum issues generated from single factor price data. Many believe returns are the primary objective of portfolio management. While outperformance when compared to the benchmark is certainly the objective in periods of bull market expansion, the portfolio objective switches to capital preservation during perceived bear markets. Our proprietary risk overlay tracks the flow of capital in and out of the S&P 500 index to accomplish these two objectives. The portfolio can shift between different target allocations ranging from 100% invested to 100% defensive based on market capital trends. The main driver of our risk overlay is capital weighted volume. When the flow of capital trends remains positive, the portfolios can be fully invested in the areas and sectors drawing the strongest capital flows. However, as capital flows weaken and thresholds are triggered, the portfolio shifts phases and increases the short-term treasury exposure. |
| Money Management
We believe that by pairing Modern Portfolio Theory with Postmodern Portfolio Theory, portfolios may deliver long-term outperformance in bull markets and capital preservation in bear markets. We aim to provide investors long-term growth with the knowledge that their portfolio attempts to invest in the most momentous securities. When introduced almost 70 years ago, modern portfolio theory provided evidence that diversification of assets may help lower risk within an investment portfolio. Since then, postmodern portfolio theory has shown that risk may be mitigated through a combination of asset diversification and tactical portfolio construction. Our portfolios aim to pursue both theories of portfolio management intelligently, working to achieve the benefits of modern portfolio theory through widespread global equity diversification. At the same time, a proprietary risk management overlay serves to frame a state-of-the-art tactical portfolio construction. By utilizing both modern and postmodern portfolio management, our portfolios strive to achieve the dual objectives of delivering excess returns throughout bull market cycles while attempting to preserve capital during cyclical bear markets. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. https://www.kingsview.com/wp- |
|
Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 4:30 PM |
| Tue. | 8:30 AM - 4:30 PM |
| Wed. | 8:30 AM - 4:30 PM |
| Thu. | 8:30 AM - 4:30 PM |
| Fri. | 8:30 AM - 4:30 PM |
The Market Technicians Association (MTA) crowns Buff Pelz Dormeier, CMT® as the recipient of the 2007 Charles H. Dow Award. The Charles H. Dow Award, sponsored by the Market Technicians Association, is awarded to the research paper that breaks new ground or makes innovative use of established techniques in the spirit of pioneering market technician Charles H. Dow. The award was given in recognition for excellence and creative analysis demonstrated in his research paper on the Volume Price Confirmation Indicator. Mr. Dormeiers, Volume Price Confirmation Indicator or VPCI was designed to expose the intrinsic relationship between the price trend and the corresponding volume, as either confirming or contradicting the price trend, thereby giving notice of possible impending price movements. The award is considered annually but only granted if a qualifying work is found worthy of the honor. The last award was given in 2004. MTA Dow Award Committee Chair, George A. Schade awarded Mr. Dormeier the prestigious honor along with a cash prize at the 2007 MTA annual education seminar May 19th in New York, NY.
The Market Technicians Association (MTA), is a not-for-profit organization located in the US that promotes ethical trading practices among technical analysts. The Market Technicians Association (MTA), incorporated in 1973, is the national organization of market analysis professionals in the United States. The association has this mission:
- Attract and retain a membership of professionals devoting their efforts to using and expanding the field to technical analysis and sharing their body of knowledge with their fellow members
- Establish, maintain and encourage the highest standards of professional competence and ethics among technical analysis
- Educate the public and the investment community to the value and universality of technical analysis.
Kingsview Partners Chief Technical Analyst Buff Dormeier, CMT®, continues to garner
accolades for his efforts in 2022 amid the launch of a new portfolio strategy. These newest
accomplishments underscore his deep understanding of the market's technical aspects and emphasize
his standing as a helpful resource for both his clients and the industry as a whole.
Buff epitomizes Kingsview Partners' core philosophy, which is to Elevate the Standard of Care for our
clients, says Kingsview CEO Sean McGillivray. His foresight and careful consideration, especially in what
is best described as a tumultuous time, means that his clients feel sure their best interests are
paramount.
In related news, in June of 2022, Dormeier's Volume Factor Risk Overlay was named winner of The Technical Analyst's 2022 Best Specialist Product Research Award. The Technical Analyst Awards, now in their 14th year, are the only awards devoted to technical analysis research, data and trading software for the institutional market. They are highly regarded within the financial markets, attracting
participation from hundreds of banks, research houses and software companies across the globe.
In April 2022, Dormeier was named to the Forbes/Shook 2022 Best-In-State Wealth Advisors List. Forbes
partners with SHOOK Research to select advisors for this honor. He was chosen based on an algorithm of
qualitative and quantitative criteria, including in-person interviews, industry experience, compliance
records, revenue produced and assets under management.
Among other qualifiers, Dormeier was named due to his ongoing guidance, especially while navigating
volatile markets. His talent for dissecting market action and providing accurate forecasts has helped him
standout from his peers.
About the Technical Analyst Awards
Nominations for the Technical Analyst awards were open to any institution or company within the
financial markets that provided services, software or carried out work in relation to technical analysis,
data, trading software and/or artificial intelligence during calendar year 2021. Kingsview Investment
Management's Volume Factor Global Unconstrained strategy was selected the winner of the Best
Specialist Product/Research category based upon review by an independent panel of judges assessing
the practical application of the product to the financial markets, its originality, its ease of use and its
value in trading and investing. There were 15 entrants total in the category and an administration fee of
$130 was paid to enter.
Technical Analyst Awards 2022 Winner
(07/01/2022)
Kingsview Partners announced today that
Kingsview Investment Managements Chief Technical Analyst Buff Dormeier,
CMT®, is again garnering accolades. Dormeier's Volume
Factor Risk Overlay was named winner of The Technical Analysts 2022 Best
Specialist Product Research Award.
The Volume Factor Risk Overlay strives to achieve the dual objectives of
delivering excess returns throughout bull market cycles while attempting to
preserve capital during cyclical bear markets. Going beyond the benefits of
modern portfolio theory, the Risk Overlay is applied to the Volume Factor
Portfolio Series offered through Kingsview Investment Management. This
series provides Financial Advisors tactical portfolios with a risk mitigation
framework.
The key points of the Risk Overlay philosophy include:
- Risk mitigation. The portfolio aims to mitigate investor risk through lower
downside volatility and capital drawdowns by reducing market exposure during
perceived prolonged bear markets.
- Capital Weighted Volume and the Advance Decline Line, measure the growth or
contraction of liquidity within the broad markets.
-Capital Weighted Dollar Volume Tracks the flow of capital in and out of
indexes gauging the trends of money flow.
- Opportunistic Reentries By identifying possible capitulation events through
VPCI (Volume Price Confirmation Indicator) V Bottoms, the Risk Overlay
attempts to capture the returns potentially offered through newly emerging bull
markets.
This recognition is one in a series of honors for Dormeier, including the 2007
Charles H. Dow Award, Trader Planets 2012 Star Award, 2013 Technical
Analyst Book of the Year, and Technical Analyst of the Year
Finalist.
Technical Analyst Awards (London), now in their 14th year, are the only
awards devoted to technical analysis research, data and trading software for
the institutional markets. Celebrating the most insightful technical analysis
research available within the institutional markets, these awards are highly
regarded within the financial markets, attracting participation from hundreds of
banks, research houses and software companies across the globe.
According to the Best Specialist Product Research judges, the Volume Factor
Risk Overlay is an innovative approach to consider volume together with
trend to decide about further market direction. It is not easy to take the volume
factor into account in practice, and it has apparently been successful here.
Furthermore, the use of market breadth indicators such as the advance/decline line and of course the performance achieved are convincing.
Trader Planet's Top Book Resource
(01/31/2013)
The Technical Analyst names Investing with Volume Analysis Book of the Year at an award ceremony in London. Investing with Volume Analysis has now won both Trader Planet's STAR AWARD for top Book Resource and the internationally prestigious Technical Analyst's Book of the Year Award. TA's Awards panel had the following to say:
"very clear, covered extensively, with useful examples"
"Formulas are perfectly explained ... involved T.A.. tools are impressive"
"A very attractive topic: including volume in T.A. is most often not mastered by practitioners, and difficult"
Investing With Volume Analysis Wins Traders Planet's 2013 1st Place STAR Award Book Category
Trader Planet's critique:
"He lucidly demonstrates numerous state-of-the-art methods for analyzing the relationship of volume to price movement and the evolution of market trends."
"Any investor or trader that utilizes volume indicators in technical analysis to find solid market plays should read this book."
"His in-depth work takes volume analysis to a higher level, a level at which reward significantly outweighs risk."
The Technical Analyst, a publication that brings technical trading
ideas to the institutional financial markets, just named Investing with Volume Analysis as its Book of the Year
at an award ceremony in London on April 18, 2013. Author Buff Dormeier accepted the award
saying, "I am very honored to accept this award and do so with deep humility. As I look upon the
short list of finalists, I see exceptionally written books by very accomplished technicians all
of whom I deeply respect, and we all admire. Our craft is indeed a unique fraternity. We work in a
field where knowledge and skill are equivalent to power. Although none of us know the future, as
accomplished practitioners of TA we have each developed an edge, an edge to be treasured but
not necessarily hidden."
Investing with Volume Analysis stretches the field of market analysis and offers an enlightened
look at the role of volume within modern markets. Dormeier explains his proprietary
methodologies to uncover asymmetrical relationships between price and volume never before
revealed. He instructs the reader not only how to pragmatically use this information to spot
disparities and sniff out upcoming trend reversals, but perhaps more importantly, how and why
these methods can be effective. This book is the authoritative resource on all things volume.
Praise for Investing with Volume Analysis:
It is also that rare book which is interesting and a fun read. Although we never make
guarantees in our profession, I am confident that I could guarantee everyone will learn
something from this book as Buff combines historical stories with new techniques.
- Michael Carr Editor MTA Technically Speaking
This book is not a morsel; it is a nine-course meal. Dig in - Larry Williams
The author has gathered in one place all the major methods and theories that deal with
volume in the stock market. He puts it all together into usable and readable guidance,
using effective analogies and occasional humor - Richard W. Arms, Jr.
They say, In the land of the blind, the one-eyed man is king. This book will give
technicians both eyes. It is clear, well written, and step-by-steps give the reader the tools
to understand this important tool putting volume analysis in its proper historical context. It
is highly recommended. - Richard Mogey, CMF Investment Advisors
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