Sub-Advisory Services

Our Investment Sub-Advisory Service creates a partnership with your firm to provide DT Investment Partners, LLC’s investment expertise, while leaving the client experience and relationship management squarely with you—our partner. While our sub-advisory relationship is disclosed, the look and feel of our products and services are completely controlled by you. It is your brand, your logo and your client. Adoption of DT Investment Partners, LLC’s Sub-Advisory Services allows you to focus your resources on client acquisition, relationship management and client retention while we supply the investment expertise.

While allowing you to focus on relationships in your community to acquire new clients and then to provide them with the very best service, advice and relationship management, our strength is in our depth of investment experience. Our portfolio managers have more than 60 years of combined investment experience and a proven track record. We offer our years of experience investing for private and institutional clients, our investment in technology and our dedication to your success and the success of our partnership with you.

 
I.  Investment Management

We offer a complete bundled service that will provide investment management for your clients and a suite of support services including:

  • Complete ongoing discretionary management of client accounts utilizing four selected asset allocation disciplines and one Dividend Focus strategy
  • Fixed income management, both taxable and tax-exempt, including security selection and trade execution
  • Email notification of security selection changes and trade updates
  • Quarterly financial market commentaries and periodic financial market updates
  • Portfolio manager availability for questions
  • Monthly investment strategy conference call
  • Periodic in-person account reviews

II.  Marketing Support

Sales and marketing is important to your growth efforts, and as part of our sub-advisory program we include the following in support of these efforts:

  • Sales presentation materials for you to customize
  • Portfolio reviews using client account statements
  • Quarterly product/fact sheets on asset allocation and fixed income-only strategies

Sales assistance/consulting for occasional complex or unique opportunities