INVEST WITH US
If you're on this page, you've probably read through some of the material on our website and have liked what you have seen. If you would like to invest with us, there is one important step that is left - meeting us. We believe that forging strong relationships is a crucial part of long-term success for our clients. That’s why we spend considerable time during the introductory process to make sure that our engagement will be mutually beneficial.
DGS only works for its clients. We are responsible only for our clients and do not have to answer to anyone else. Our only business is asset management and that is our sole focus. Everything we do is with the best interests of our clients in mind. We have structured our firm such that there are no conflicts of interest and that our success goes hand-in-hand with the success of our clients. We only have one source of revenue and that is in the form of fees from our clients. We don't take any sort of commissions and we don't have any soft dollar arrangements. This means that our compensation is tied directly with the growth of your portfolio.
Once you have agreed to become a client, DGS will fill out the necessary paperwork to activate your account. While DGS is responsible for the investment strategy and the selection of securities in your portfolio, we employ the services of award-winning vendors to handle ancillary functions such as custody, settlement, and trade execution. Using third-party services for these functions is the industry standard since it provides the highest level of safety of client assets. This allows us to focus on our core expertise, which is managing investment portfolios.
DGS offers a unique fee structure that makes sure that our interests are aligned with those of our clients. We charge a very low management fees compared to mutual funds that usually charge over 2%. Instead, we hope to earn our revenue through performance incentive fees. We find that our fee structure is fair and equitable and is one that we would be comfortable paying ourselves. The performance incentive fees makes sure we are focused on growing your portfolio and using a double hurdle rate ensures that we also pay attention to managing downside risk relative to the benchmark index. Having no entry or exit load allows our clients to focus on what is important - finding the right investment strategy for them.
We Best Serves Clients Who
> Require sophisticated investment strategies
> Seek independent advice free of conflicts of interest
> Expect world-class service
> Want to expand their investment knowledge
> Embrace our investment philosophy
If you would like to take the next step, click here to send us a message or give us a call. We will schedule an in-person meeting so that we can learn more about your needs and requirements and figure out the best way DGS can assist you.