We partner with independent financial advisors to improve investment outcomes for their clients and add value to their firm.

The advisors we work with are independent fiduciaries who offer client-centric advice to ultra-high-net-worth families. We work with our advisor partners to help them build successful, client focused businesses with the shared goal of providing exceptional investment experience for their clients.

We work with a wide variety of professionals , including:

  • Wealth Management Firms
  • Independent Financial Advisors
  • Investment Consultants
  • Single-Family Offices
  • Multi-Family Offices

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BUILT FOR ADVISORS

Serving Advisors of All Types

DGS enables you to implement custom equity portfolios for your clients efficiently and effortlessly, from enterprise RIAs to single-advisor shops. In addition to our comprehensive custom equity platform,  we have built a gamut of related services tailored for our advisor partners.

Established Firms

RIAs looking to expand their PMS offering to include truly customized solutions at passive ETF costs can utilize DGS’s robust solutions.

Young Advisory Firms

Advisors who have built a solid foundation and want to level up their investment offering can leverage DGS to attract larger clients and win new business.

Start-Ups and Disruptors

If you’re about to set up shop and want to incorporate personalized equity strategies from the get go, DGS is the perfect partner.

Don’t Fit the Mould?

If you don’t fall in any of these categories but are interested in partnering, please contact us and we would be happy to chat.

GROW YOUR BUSINESS

Simplify Complexity, Achieve Excellence

Timely access to complete and consistent information on individual accounts and aggregate strategies provides advisors with a holistic view of their business allowing them to more efficiently manage their client portfolios.

THE DGS DIFFERNCE

Why Advisors Choose Us

We serve as a trusted partner to help scale your practice, improve client retention, and win new business.

True Partner

Unlike other portfolio management service providers who compete for the same clients, we do not  market our investment services to retail investors. This means that our interests are completely aligned with the financial professionals we work with and our success is fully tied to theirs.

Sustainable Success

In a crowded field, we help advisors stand out. Using the strategies offered by DGS allows their clients to benefit from higher expected returns and helps build a moat around the advisor’s business resulting in sustainable, long-term success.

Beyond Investments

At DGS, industry-leading portfolio management is just the tip of the iceberg. We function as an extension of your investment team - advisors utilize our expertise to retain existing clients and win new ones.

Service, Service, Service

It’s in our DNA and our goal is to constantly ‘wow’ the advisors we work with. Our service model has been built with RIAs as the focal point.

CONNECT WITH US

Schedule a call with our Chief Investment Officer to learn more about how you can leverage our expertise, technology, and team to grow your business and improve client outcomes.

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DGS Capital is a global investment management firm committed to using a scientific, evidence-based approach to delivering exceptional investment results for its clients.

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This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change at any time without notice. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations.


The information contained herein does not constitute tax advice, and cannot be used by any person to avoid tax penalties that may be imposed by tax regulation authorities. Each person should consult an independent tax advisor about his/her/their individual situation before investing in any investment strategy.

All investing is subject to risk, including possible loss of principal.

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