The DAI founding principal is to act in the client’s best interest. We believe advisors affiliated with DAI—and in turn their clients—benefit from our commitment to true independent advice and exceptional service. As an advisor-owned firm, we understand the needs of both clients and advisors. The management team has 150 years of collective experience in wealth management, due diligence, compliance and alternative investments.
As an independent broker-dealer, 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.
Our investment committee utilizes a selective screening process that allows us to provide a best in class investment platform without the conflicts of interest of a traditional broker-dealer.
