Products & Services: moving forward.
DAI strives to provide the most diverse offering of financial products to accommodate a comprehensive wealth management platform for your clients. We perform due diligence for potential resources, openly discuss additional investment solutions at your request, and answer questions on any aspect of currently available products.
Access to traditional brokerage account management.
DAI is committed to offering you access to a full suite of traditional investment vehicles to serve every client.
- Mutual Funds
- Equities
- Annuities
- Fixed Income
- ETFs
- College Savings Plans
- Self-Directed IRAs
Attractive opportunities for diversification.
The expanding array of vehicles for non-traditional, alternative investing offers attractive opportunities for diversification. From real estate and commodities to hedge funds, private equity and energy, DAI is diligent about helping advisors build their clients' portfolio of individually appropriate assets and strategies.
1031 Exchanges
Powerful Tax Deferral Strategy
A 1031 Exchange is one of the most powerful tax deferral strategies still remaining for accredited investors. It offers an opportunity to sell property and replace it with an income generating property using 100% of the sale proceeds while deferring some or all of the taxes on the transaction. Qualifying real property opens up many options for land owners and farmers to diversify their investments and obtain cash flow without having to be involved in property management.
Important 1031 Facts
- 1Taxes from the sale of farmland or other real property may be deferred when proceeds are reinvested in like-kind property.
- 2All proceeds must be handled by a qualified intermediary (QI) and cannot be received by the seller or their agents.
- 3Two timelines to abide by: the 45-day Identification Period and the 180-day Exchange Period from closing.
- 4The replacement property must carry an equal or greater level of debt than the property sold.
A platform for custom investment management.
DAI Wealth 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 custodians — Fidelity and Schwab — and our technology partners — Adhesion, SMArtX, and Envestnet — we provide state-of-the-art proposal generation, portfolio analysis and management, performance reporting, research tools and technology integrations.
Through extensive research, DAI Wealth has developed an investment management system that strives to remove human emotion from decision making — built on three key disciplines, available for every DAI advisor to use with their clients.
Transferring wealth — and values.
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. With DAI's focused planning and counsel, families establish, sustain and share a lasting legacy.
Wealth Planning Services
- Financial Planning
- Family Education and Governance
- Wealth Transfer and Tax Strategies
- Philanthropy
A holistic approach for significant wealth.
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 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 allows us to provide essential guidance, bring unity and effectively oversee ongoing plans and their implementation.