Strength

comes with DISCIPLINE

JOIN DAI FOR A CUSTOMIZED EXPERIENCE

You have worked hard to grow your business and build lasting, meaningful client relationships. It’s time to reward yourself and join an independent investment group that will work beside you and believes that strength comes with discipline—not only for you but for your clients. Through access to our leadership team and support network, you will receive expert guidance, worthwhile insights, leading technology and effective compliance, marketing and practice support. Our independence allows you to provide unbiased advice–putting your clients’ needs before our own. It’s a freedom that will bring you a unique experience and your client’s trust.

INDEPENDENCE

AN OBJECTIVE, UNBIASED APPROACH

Through true independence, we believe we can be true fiduciaries for our advisors and their clients. For us, true independence means that we can choose what to focus on and not be encumbered by corporate goals and profit motives that may be misaligned with client interests. As a result, we can provide unbiased advice—putting your clients’ needs before our own.