top of page

Our Firm


Posto Asset Management is a low fee financial advisory firm founded in 2018. Posto specializes in asset management, financial planning, and portfolio review services to help investors reduce costs, plan for the future and behave better so they can focus on the things that matter most in life. 

Dan Victor acts as President and lead Portfolio Manager. Dan has nearly 20 years of financial market experience.

Dan holds a degree in Economics from Boston University and is a Chartered Financial Analyst, obtaining the CFA designation from the CFA Institute in 2017.

*Registration and credentials are not a measure of investing skill or quality of service.

bottom of page