A complete list of active advisors currently associated with DT Investment Partners, LLC
Warmer can help you find a great advisor at DT Investment Partners, LLC or one who fits your needs even better.
DT Investment Partners provides discretionary and non‑discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, corporations, charitable organizations and municipalities. The firm also offers independent investment consulting, may act as a subadvisor for other registered investment advisers, and makes several of its strategies available to wrap‑fee platforms. DTIP pursues an active management approach that combines fundamental and technical analysis to tactically adjust asset allocation across equities, fixed income, real assets and alternatives, and offers a range of model objectives from fixed‑income only to aggressive all‑risk and dividend‑focused strategies. The firm provides ongoing monitoring, quarterly reporting, and an account aggregation tool to consolidate outside account information for planning and oversight. The brochure highlights several features that distinguish DTIP from many peers: it reports approximately $1.9 billion in assets under management serving about 1,296 clients with five advisors—resulting in a high client load and substantial AUM per advisor—and discloses its role as LLC manager of Independent Wealth Partners, its subadvisory relationships, and availability on wrap platforms (including LPL Manager Select/Manager Access). The firm also documents the use of referral arrangements and written solicitor/testimonial agreements and provides forensic performance analyses for consulting clients, noting the potential conflicts those arrangements create.
To learn more about the advisors currently working at DT Investment Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Chadds Ford, PA
| 20
| |
Chadds Ford, PA
| 9
| |
Chadds Ford, PA
| 7
| |
Chadds Ford, PA
| 22
| |
Chadds Ford, PA
| 1
|
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