D.A.C. Investment Partners utilizes a comprehensive wealth management approach when working with clients. By identifying each client’s unique goals and objectives, our process allows us to provide a customized recommendation to each individual that incorporates investment recommendations and financial planning.
When starting a new client relationship, we apply the following four step method:
1.) Through information gathering, identify each client’s unique goals, risk tolerance and objectives.
2.) Recommend a tailored solution that will facilitate each client in obtaining their goals and objectives. With approval, synchronize with our clients’ other advisors, both tax and legal, to ensure the most efficient and effective management is being provided.
3.) Manage and review a customized investment portfolio, applying both qualitative and quantitative research.
4.) Periodically educate and provide transparent information to each client about markets, investments, and life events.
As goals are achieved, we revisit our client’s tailored solutions regularly and update for subsequent objectives and life changes.
