A complete list of active advisors currently associated with Dakota Asset Management, LLC

Warmer can help you find a great advisor at Dakota Asset Management, LLC or one who fits your needs even better.

Dakota Asset Management, LLC provides discretionary investment management and portfolio supervision to a small client base that includes individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and institutional investors. The firm manages approximately $17.5 million across a limited number of accounts and offers ongoing portfolio monitoring and reporting. Dakota constructs client‑specific investment policy statements and combines fundamental and technical analysis to implement tailored portfolios, with the potential use of ETFs, options, and other derivatives as part of its strategies. Accounts are managed on a discretionary basis, reviewed quarterly, and clients receive trade confirmations and custodial statements for reconciliation. What distinguishes Dakota from many peers is that, despite its small scale, the firm acts as adviser to pooled investment vehicles/private funds and provides portfolio management for those pooled vehicles, and it offers performance‑based fee arrangements under a hurdle‑rate method while disclosing performance results. The firm also maintains data‑sharing agreements with third parties for stock‑ranking information and uses soft‑dollar research; it documents contractual and procedural safeguards (confidentiality, time‑lags, and monitoring) to address the attendant conflicts of interest.

To learn more about the advisors currently working at Dakota Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.