Dgs Capital Management

DGS Capital Management provides discretionary management of separately managed equity accounts primarily through intermediaries such as registered investment advisors, wealth managers, and multi-family offices, and also manages accounts for individuals, high-net-worth clients, trusts, charitable organizations, and retirement plans on a sub‑advisory or direct basis. Its core offering centers on equity SMAs that emphasize tax-efficient, systematic investing with the ability to tailor portfolios for client‑specific restrictions.

The firm uses quantitative, rules‑based models that combine fundamental metrics (e.g., valuation and profitability) with technical indicators (e.g., momentum) to either track broad market benchmarks or seek risk‑adjusted outperformance. Its suite of strategies includes tax‑managed overlays (loss harvesting, lot‑level management, gain deferral), systematic factor tilts, and more complex long‑short implementations that may employ short sales and listed options.

DGS is distinctive among peers for embedding more complex instruments and tax techniques directly within SMAs while serving a mix of institutional clients, pension/profit‑sharing plans, and charitable organizations as well as individual investors. The firm generally implements these capabilities in separately managed accounts rather than private funds, operates under a formal Code of Ethics and the CFA Institute’s Asset Managers Code, and typically charges negotiated percentage‑of‑AUM advisory fees billed quarterly.