DT Investment Partners, LLC is a privately-owned, SEC registered investment advisor. Our firm’s strength lies in the combined experience of our principals who serve as investment managers for individuals, families, and institutions.
The firm’s Investment Management focus is to deliver above-market returns within well-defined risk parameters by combining vehicles that encompass the market’s systematic risk with tactical asset allocation decisions. We treat each investor as a unique opportunity to create value within a given set of risk and return parameters.
The investment environment since 1995 has illustrated the need for four core elements of a successful client experience:
- Transparency - Achieved by utilizing a proven and repeatable investment process that combines the best of fundamental and technical analysis in a separate managed account (SMA) structure.
- Diversification – Primarily utilize Exchange Traded Funds (ETFs) to quickly and easily gain diversified market exposure for our tactical shifts as macroeconomic and technical conditions change.
- Liquidity – Primarily invest in publicly-traded securities which are traded on an exchange and can be bought and sold at any time during the trading day and settled within three business days.
- Independence – DT Investment Partners, LLC is not part of a larger umbrella organization such as a bank, insurance company, or broker-dealer. Therefore, our decisions will only be made to benefit our clients and strategic partners. As a registered investment advisor, we have a fiduciary responsibility to put clients’ best interests first.