A Wealth of Services
At Dakota, we believe that investment management is a skillful blend of art and science. Our priority is understanding your family, lifestyle, financial goals, as well as risk tolerance. From there, we craft a bespoke portfolio with investments uniquely suited to your life and objectives.
“Great things in business are never done by one person. They’re done by a team of people.” – Steve Jobs
Our portfolio managers draw upon our own independent research and analytical framework to hand-select the appropriate blend of traditional and alternative investments, such as individual equity and fixed-income securities, tax-efficient funds, alternative investments, and private equity. We also customize advanced options strategies to help reduce volatility and mitigate risk in your portfolio. What you won’t find at Dakota are generic portfolios that rely on passive investment strategies, expensive mutual funds or computer-generated models.
Dakota cares deeply about what matters most to you and your family. As both your ally and your advocate, we provide thoughtful counsel and facilitate a comprehensive wealth management experience that includes tax and estate planning, philanthropy and generational wealth transfer.
Learn more about the Dakota team and how we can work together.