We use powerful words like discipline, strength and steadfast on purpose. They mean something to us and we know they do to you as well. We believe in working alongside our advisors and their clients employing a holistic approach with innovative solutions.
As a full service, Broker-Dealer and Registered Investment Adviser, DAI offers its advisors and their clients:
DAI advisors have readily available access to our network of industry and sector experts as well as DAI’s senior leadership that have spent spent their careers accumulating vital knowledge and valuable experience. Our team is dedicated to comprehensively supporting our advisors with transitioning tools and ongoing front/back office tactics, technology and marketing opportunities to help their individual businesses continue to thrive and grow.
Our firm includes:
DAI strives to provide you with the most diverse offering of financial products to accommodate a comprehensive wealth management platform for your clients. Not only do we perform due diligence for potential resources, we will openly discuss additional investment solutions at your request and answer questions regarding any aspect of currently available products.
We offer a robust platform of quality alternative investments which may include 1031 Exchange offerings, oil and gas, private equity, non-traded REITs and non-traded BDCs. DAI has partnered with AI Insight to provide you access to education on our approved products.
An independent Broker-Dealer, DAI is committed to offering you access to traditional brokerage account management, top-rated Mutual Funds, competitive Variable Annuity and Variable Universal Life products as well as 529 College Savings Plans and trust solutions for Self-Directed IRAs.
DAI Wealth, Inc. provides you with a platform for your clients’ investment management using advisor-directed accounts for custom portfolios as well as Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), Exchange Traded Funds (ETFs), Mutual Funds and Mutual Fund Wrap programs.
With our technology partner, Envestnet, we provide you with state-of-the-art proposal generation, portfolio analysis and management, performance reporting, research tools and technology integrations.
Through extensive research, DAI Wealth, Inc. has developed an investment management system that strives to remove human emotion from decision making. It is based on three key disciplines and is available as a DAI advisor to use with your clients.
Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, LLC., an SEC Registered Investment Adviser. DAI Securities, LLC and DAI Wealth, LLC. are separate, but affiliated, entities.
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