DAI Wealth, Inc. provides you with a platform for your clients’ investment management using advisor-directed accounts for custom portfolios as well as Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), Exchange Traded Funds (ETFs), Mutual Funds and Mutual Fund Wrap programs.
With our technology partner, Envestnet, we provide you with state-of-the-art proposal generation, portfolio analysis and management, performance reporting, research tools and technology integrations.
Through extensive research, DAI Wealth, Inc. has developed an investment management system that strives to remove human emotion from decision making. It is based on three key disciplines and is available as a DAI advisor to use with your clients.
At DAI, we strategically guide and partner with our advisors in assisting their clients in transferring not only their wealth to the next generation but also their values. Our team works with families to develop a culture of open communication, respect and purpose. Through our Wealth Planning services, clients identify and solidify their vision, mission and goals as well as the benefit that working together as a family to preserve their wealth. With DAI’s focused planning and counsel, families are able to establish, sustain and share a lasting legacy. Our services for Wealth Planning include:
Individuals and families of significant wealth experience a growing number of concerns, issues and daily duties associated with their success. This can become cumbersome and interfere with enjoying the life they have built. Our leadership team’s experience in working with high net worth clients across the country is an invaluable asset when collaborating with existing Family Offices. Our knowledge base and holistic approach to our individual client’s financial realm allows us to provide essential guidance, bring unity and effectively oversee ongoing plans and their implementation.
Built with ❤️️ by Blue Light Labs Inc.