Built for advisors

Serving independent advisors of all types

DGS enables you to implement custom equity portfolios for your clients efficiently and effortlessly, from enterprise RIAs to single-advisor shops. In addition to our comprehensive direct indexing platform, we have built a gamut of related services tailored for our advisor partners.

Established Firms

RIAs looking to expand their separately managed account offering to include truly customized solutions at passive ETF costs can utilize DGS’s robust solutions.

Young RIAs

Advisors who have built a solid foundation and want to level up their investment offering can leverage DGS to attract larger clients and win new business.

Start-Ups

If you’re about to set up shop and want to incorporate direct indexing from the get go but don’t want to handle the logistics, DGS is the perfect partner.

Someone else?

If you don’t fall in any of these categories but are interested in partnering, please contact us and we would be happy to chat.

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Customize at scale

We build portfolios that are tailored to your firm and personalized for your clients

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Grow your business

Reporting that helps you stand out

Spend more time interacting with your clients and showcase the ways you’ve added value to their investments. Our reporting platform was custom built for advisors to better serve their clients.

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The DGS Difference

Why advisors work with us

We serve as a trusted partner to help scale your practice, improve client retention, and win new business.

Truly Independent

We aren’t owned by a bank or a publicly traded company. We have never raised outside capital. We don’t have any industry affiliations or run any competing businesses. We are truly independent and work only for you.

More than direct indexing

At DGS, industry-leading portfolio management is just the tip of the iceberg. We function as an extension of your investment team - advisors utilize our expertise to retain existing clients and win new ones.

Real-time access to the team

No automated voicemails or unanswered emails. With the highest portfolio manager-to-direct indexing accounts ratio in the industry, our advisor partners can connect directly with the team before, during, or after market hours.

Service, service, service

It’s in our DNA and our goal is to constantly ‘wow’ the advisors we work with. Our service model has been built with RIAs as the focal point and our 100% advisor retention rate speaks for itself.

"We first partnered with DGS Capital in 2016, and they have been instrumental in our firm's growth ever since. As our client's needs have become more sophisticated, utilizing DGS's direct indexing platform to customize client portfolios has allowed us to offer solutions we could not have built on our own. Most of our clients work in the technology industry, and many have large unrealized gains in their company stock. The daily loss harvesting at DGS has significantly boosted after-tax returns for our clients while simultaneously allowing us to diversify out of concentrated stock positions. Enhancing the factor tilts compared to the mutual fund strategies we previously used has also been a big upgrade for our clients. Their service is as responsive and thoughtful several years later and we are glad we can treat them as an extension of our own team."

Michael P.

Region
Northeast

Firm Size
1-9

AUM
$100M-$500M

DGS has done an excellent job for our clients and our firm. We chose to work with them only after going through the due diligence of multiple providers, including legacy firms and some newer entrants in this space. We could not find any other provider that could match DGS's capabilities, personal touch, and responsiveness.

We were impressed with their transparency and thoroughness regarding their investment process and day-to-day portfolio management. In addition to building a factor-titled portfolio that matched our existing ETF and mutual fund portfolios, their ability to truly customize around an individual's values and beliefs has been a tremendous value add and is distinct in the marketplace.

Dan F.

Region
Northwest

Firm Size
1-9

AUM
$100M-$500M

DGS has helped our firm in more ways than I can count. They have been instrumental in our success; we would not be where we are today without them. They handle all our investment and trading operation needs, from simple cash implementations to complicated multi-year legacy asset transitions. This allows us to focus on our client relationships and their planning needs. Their insights enable us to make better decisions for our existing clients and showcase the value we can bring to prospective clients. Most importantly, their service has been incredible. They are very proactive and have always been available to answer any questions or discuss specific client situations.

Justin N.

Region
Midwest

Firm Size
1-9

AUM
$10M-$50M