Invest Beautifully…
Our Philosophy, Structure, and Approach Moves Beyond
the Traditional Financial Advisor Model
DTWN’s Family Office Model Prioritizes…
Smaller Client Base - High Professional-to-Client Ratio Brings a Greater Degree of Attention, Customization, & Service
Dedicated & Experienced Team with CFA® & CIMA® Accreditations Provides High Quality Responsiveness
Family Office with CIO - Centralized & Integrated Financial, Legal, Tax, & Investment Advisory Maximizes Family’s After-Tax Wealth Experience
Financial Advisor Model
Each Advisor Serves a Large Number of Clients
Retail-Level Products & Service
Pre-Packaged Asset Allocation Models
Standardized Investment Programs with Add-On Wrap Fees
Service Model is Product Focused
Limited Alternative Investment Access
DTWN > Family Office Model
Each Advisor Serves a Small Number of Clients
Institutional-Level Products & Service
Sophisticated & Customized Asset Allocation with Integrated Financial & Tax Analysis
High Customization to Fit Client’s Personal Liquidity Needs, Life Goals, Tax Situation, and Risk Criteria with Rigorous Investment, Selection & Oversight Processes
Centralization & Integration of Family Legal, Financial, Investment, & Tax Issues
Wide Range of Best-In-Class Investment Strategies & Non-Traditional Investment Opportunities