Dakota portfolio managers have designed proprietary investment strategies exclusively for Dakota clients. Each strategy has a specific goal, rules-based investment process, and defined portfolio parameters. Our investment strategies utilize the full range of available investment vehicles and instruments – stocks, bonds, ETFs, mutual funds, best-in-class managers, REITs, and alternatives.

Asset Allocation

Our Asset Allocation strategies are diversified investment solutions constructed by combining equity, fixed income and alternative asset classes targeting a range of stated objectives across the risk/return spectrum. We offer both tactically managed and strategically managed risk-based allocation blends utilizing a mix of equity, fixed income, commodities, and alternative mutual funds or ETFs.

Proprietary Strategies

Our Proprietary Strategies are designed by Dakota portfolio managers and managed according to their individual mandates. Strategies are managed in-house utilizing equity, fixed income and ETF securities.

Alternative Strategies

Alternative Strategies are designed to supplement our core portfolios. Alternatives are a way to provide non-correlated returns to traditional equity and fixed income.