DFPG provides a flexible and robust platform of investment management solutions designed to assist advisors in gathering assets, and more efficiently and effectively managing those assets.
DFPG Managed Solutions
The DFPG Managed Solutions Platform is a centralized, turnkey asset management solutions that allows advisors to focus on client relationships. The platform provides sleeves whereby advisors can select from a versatile set of model portfolios ranging from ETFs, Equities, Mutual Funds, Fixed Income, SMAs and UMAs. For advisors seeking more customized and comprehensive solutions, the DMS Platform provides a mix of tactical and custom Designer Series portfolios. DFPG and their partners assist with portfolio construction, monitoring, repositioning, tax optimization and portfolio audits.
Alternative Managed Solutions
The Alternative Managed Solutions Platform gives advisors access to a select, DFPG-approved list of alternative investments in a fee-based structure. Leveraging DFPG’s expertise in alternative investments and due diligence, AltMS offers advisors added flexibility to meet investors’ demand for alternative asset classes, such as securitized real estate, private equity, private credit, and more.
Advisor Managed Solutions
The Advisor Managed Solutions Platform is designed for advisors who create and manage their clients’ portfolios themselves. With the advisor acting as the direct manager of client assets, AMS equips the advisor with critical business technology and support, including portfolio management tools, compliance support, and billing services.
Outside Managed Solutions
The Outside Managed Solutions Platform permits advisors to work directly with their own preferred third-party asset managers if approved by DFPG. OMS can accommodate full integration of third-party asset manager relationships, whether they exist through DFPG’s custodian partnerships or are sourced directly by the advisor