On our initial meetings, DIA will consult with you to determine an appropriate level
of portfolio risk based on your needs, investment goals, and willingness to accept
market risk. After considering these factors, as well as net worth and income, DIA
will assist you in selecting an appropriate asset allocation. DIA will monitor each
managed portfolio on an ongoing basis and will rebalance portfolios periodically
as needed to maintain the desired level of risk in accordance with the applicable
asset allocation strategy.
DIA uses passively managed (index) mutual funds and exchange traded funds (ETF’s)
to build a globally diversified portfolio based on a client’s risk profile and long
term asset allocation.
Costs matter! This includes the fees that you pay your investment advisor. DIA’s
professionally managed portfolios of low cost passively managed index funds/ETF’s
minimize trading costs and ensure clients receive their fair share of market returns.
This is in contrast to the high cost, commission driven model, of asset management
utilized by many brokerage firms.
Managing the complexities of substantial wealth is a full-time job. At DIA, we make
your life easier by managing the day-to-day financial decisions and the long-term
planning required to grow your wealth.