Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
653 days old
General
Location
Santa Barbara, CA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$275,000,000.00
Gross Revenue
$900,000.00
# of Accounts
100
Avg Client Age
60
Overview

Nearly all investors we meet come to us with a portfolio containing strong diversification across traditional asset classes. However, few investors have any allocation or access to the specialty managers we favor, who are largely responsible for our investment success.

In most cases, we recommend a 20%-30% allocation to a completion portfolio of our design. As clients become familiar with the investment strategy and experience the results firsthand, the allocation to the completion portfolio grows rapidly.

Investment advisors face the daunting challenge of selecting among 29,000 mutual funds, exchange traded funds, and hedge funds in order to create a properly diversified portfolio. DIA invests with only 10-15 managers at any given time, chosen according to our strict criteria.

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