Comprehensive Financial ManagementInterdisciplinary Experience & Performance
The financial services industry often does more for itself than for its clients. Excessive fees, limited disclosure, conflicts of interest, complex regulations, complicated products, and sophisticated marketing are essentially used against clients and investors. While the industry has experienced unprecedented growth and profits, this success has not filtered through to the clients it serves. And despite increasing efficiency and access to the capital markets, investors understand that value is not being provided.
DTS Group was formed as a clear alternative.
DTS is an independent registered financial advisory firm. It functions without any affiliation to a brokerage firm, bank or mutual fund company. The firm’s service offering was founded upon an objective and transparent advisory model that emphasizes service and integrity rather than sales and production.
We are professionals and fiduciaries – we act as stewards for the assets of our clients.
We apply extensive interdisciplinary experience to manage client balance sheets. Many of our clients are current and former brokerage and investment professionals who understand the poor alternatives offered by Wall Street firms. We measure our success by exceeding their expectations and our focus is their long term financial success.