WORKING MODEL

How we work with advisors.

You oversee the client relationship. DGS collaborates on strategy, handles the day-to-day implementation, and adapts support as client needs change.

You lead the relationship.

You remain the primary advisor, own the client relationship, and guide the broader planning and investment conversation. We work behind the scenes.

Strategy brief

We align on strategy.

You share the desired allocation, the target benchmark, and the selected strategy. When the case calls for it, DGS works with you to integrate client-specific customizations.

Strategy brief

Advisor brief
Allocation 70/30 $3.4M tax-mgmt

DGS proposal
Long-Short Global w/ options overlay

We help you present clearer recommendations.

DGS supports you with analysis and recommendations that make your client conversations more impactful.

Strategy brief

We manage the investment portfolio.

DGS handles implementation and day-to-day portfolio management in line with the target allocation, strategy, and client customizations.

Strategy brief

We help with more complex portfolio situations.

When a portfolio becomes harder to transition or harder to improve tax-efficiently, DGS helps you think through the next step.

Strategy brief

You get visibility into the account.

Use the advisor portal to track performance, holdings, exposures, activity, and notes across the accounts we manage for your clients.

Live Activity

HARTWELL · BUY +$24,800

NGUYEN · HARVEST−$3,212

ORTIZ · REBAL +$11,455

WALSH · OVERLAY+$8,910

advisor value

How we help advisors win and serve clients.

DGS empowers you to tackle complex portfolios, craft sharper recommendations, and guide your clients forward with renewed confidence. We quietly handle the details so you can focus on building lasting relationships.

Tax-efficient analysis for prospects & client portfolios.

Translate a prospect's existing portfolio into a clear, actionable transition plan. DGS evaluates embedded gains, position structure, and tax exposure to define the right path forward.

Clearer recommendations you can put in front of clients.

When you know exactly what the portfolio problem is but the right recommendation remains elusive, DGS transforms complexity into clear, actionable advice for your client discussions.

Client-ready analysis & presentation materials.

DGS provides analysis and white-labeled presentation materials, so you can take the work directly into the client conversation strengthening your relationship.

Support on allocation, strategy, and portfolio structure.

When a client case needs more thought, DGS works with you on how the client’s portfolio should be managed, not just how the account should be implemented.

When advisors reach out

Situations we’re built for.

Discuss a client case

From over-concentration to inherited portfolios, advisors reach out when they need more thoughtful insights and better investment outcomes for their clients.

Situation 01 · Concentration

Concentrated Stock Positions

Your client holds a large single-stock position and seeks a strategic approach to reduce risk, diversify, or enhance productivity — without sacrificing tax efficiency.

Explore Solution

Situation 02 · Tax events

Large capital gain events.

Your client has a significant realized gain or anticipates one. They need a strategy that addresses timing, tax implications, and structured reinvestment options.

Explore Solution

Situation 03 · Transitions

Portfolio transitions.

Your client holds legacy assets with embedded gains and a mix of asset types. They require a streamlined strategy to enhance portfolio structure while avoiding tax liabilities.

Explore Solution

Situation 04 · Trusted partner

When you need a trusted partner.

Some situations are too complex or high-stakes for standard solutions. DGS enables advisors to address these cases with greater clarity and precision.

Explore Solution

FREQUENTLY ASKED

Questions advisor ask us.

A few of the questions we hear from advisors evaluating DGS. If your question isn't here, ask us directly.

Do you work directly with end clients?

No. The advisor remains the primary relationship with the end client. DGS works behind the scenes on portfolio analysis, strategy, and management.

Can we start with just one client?

Yes. Many advisor relationships begin with one strong-fit client situation and expand over time if the partnership works well.

What happens if we win the client relationship?

DGS handles operational setup quickly, then collaborates with you on portfolio design and ongoing management while you remain the lead advisor on the relationship.

Can you support us in client-facing materials?

Yes. DGS provides analysis and presentation-ready materials so you can take the work directly into client conversations without translating it from scratch.

What kind of advisors are the best fit?

Advisors with HNW or UHNW clients facing concentration, large gains, inherited portfolios, or other situations that benefit from more bespoke portfolio work.

What kind of advisors are not the best fit?

Advisors looking for stock tips or investment strategies based off of ad-hoc stock selection.

What if the client situation changes after the account is live?

You have a direct line to the team managing the portfolio. We adjust the strategy, allocation, or implementation as the client's situation evolves.

What should I bring to the first call?

A brief description of the client situation is enough. If you can share a holdings snapshot or tax-lot detail, we can be specific on the first call.

Do you work directly with end clients?

No. The advisor remains the primary relationship with the end client. DGS works behind the scenes on portfolio analysis, strategy, and management.

What happens if we win the client relationship?

DGS handles operational setup quickly, then collaborates with you on portfolio design and ongoing management while you remain the lead advisor on the relationship.

What kind of advisors are the best fit?

Advisors with HNW or UHNW clients facing concentration, large gains, inherited portfolios, or other situations that benefit from more bespoke portfolio work.

What if the client situation changes after the account is live?

You have a direct line to the team managing the portfolio. We adjust the strategy, allocation, or implementation as the client's situation evolves.

Can we start with just one client?

Yes. Many advisor relationships begin with one strong-fit client situation and expand over time if the partnership works well.

Can you support us in client-facing materials?

Yes. DGS provides analysis and presentation-ready materials so you can take the work directly into client conversations without translating it from scratch.

What kind of advisors are not the best fit?

Advisors looking for stock tips or investment strategies based off of ad-hoc stock selection.

What should I bring to the first call?

A brief description of the client situation is enough. If you can share a holdings snapshot or tax-lot detail, we can be specific on the first call.

Built for advisors handling client cases that need more than a standard solution.

How we work with advisors.

You lead the relationship.

We align on strategy.

We help you present clearer recommendations.

We manage the investment portfolio.

We help with more complex portfolio situations.

You get visibility into the account.

How we help advisors win and serve clients.

Tax-efficient analysis for prospects & client portfolios.

Clearer recommendations you can put in front of clients.

Client-ready analysis & presentation materials.

Support on allocation, strategy, and portfolio structure.

Client-ready reporting

Showcased in your brand

Portfolio transparency

Tax-aware visibility

Situations we’re built for.

Concentrated stock positions.

Large capital gain events.

Portfolio transitions.

When you need a trusted partner.

Concentrated Stock Positions

Large capital gain events.

Portfolio transitions.

When you need a trusted partner.

Introducing the advisor platform.

Questions advisor ask us.

Get an advisory call directly from our CIO.