We are allied with a primary network of leading broker-dealers and Registered Investment Advisors with access to thousands of financial advisors, high-net-worth clientele, family offices and institutions.
FROM PRODUCT TO PORTFOLIO
As we saw in the late 1990s and early 2000s, diversification across style box categories was not enough to withstand the global decline in the value of assets. Today, we also consider a variety of risk management approaches in:
- Global and Domestic Equity
- Hedged Income
- Real Assets
- Diversification Strategies
THE MARKETPLACE IS LOOKING
FOR A FEW GOOD IDEAS
LET’S TELL IT ABOUT YOURS
RISE OF THE HYBRID SOLUTIONS
Today’s financial consultants have been making the case for hybrid investment strategies which combine traditional investment feature with the alpha and beta diversification qualities of alternatives.
Either way, enterprising financial advisors are finding their way to the DCG investment platform to uncover investment ideas overlooked by the mainstream.
When asset managers feature their products in the Dolan portfolio construction staging area, they increase the chances of being discovered by the financial advisors, third-party marketers and retirement consultants who need their best ideas the most.
Whether investors need to add, replace, or complement a portfolio selection with a new mandate, there’s more to choose from Dolan.