Industry foundation begins

Ashish Sharma, the firm’s chief investment officer, enters the investment industry, building the experience that would later shape DGS.

First RIA client account goes live

DGS implements its first RIA client account on March 29, marking the start of the firm's institutional business and laying the foundation for everything to come.

Global equities

In addition to US equity asset classes, DGS introduces global equity strategies, allowing RIAs to manage their client’s entire equity exposure using DGS’s tax-managed, systematic approach.

Rebalancing as a service

To increase operational efficiency for its advisor partners, DGS starts offering rebalancing services around other asset classes allowing advisors to manage client assets in a single account.

Custom Benchmarking

DGS adds fully custom benchmark creation for RIAs, allowing them to integrate their existing model portfolios and customizing DGS’s systematic approach to fully align with their investment philosophy.

Household-level SMAs

DGS introducing household-level portfolio management allowing advisors to manage multiple accounts as a single equity portfolio, building on the firm’s focus on tax-efficiency and uber customization and integrating asset location across taxable and qualified accounts.

ORGANIC GROWTH

Grew through trust, not sales

Over the years, the firm grew by nurturing lasting advisor relationships and earning referrals, choosing connection over conventional sales tactics. This steady growth showcases DGS’s tradition of thoughtful execution, outstanding service, reliable investment outcomes, and a genuine partnership with advisors.