San Francisco, CA Office

DT Investments I LLC provides ongoing portfolio management and investment supervisory services to a small, concentrated client roster, including individuals, high-net-worth clients, corporations, charitable organizations and trusts. The firm documents client objectives and risk tolerances in an Investment Policy Statement and offers both discretionary and non‑discretionary management, with periodic account reviews and custodian statements provided to clients.

The adviser employs a mix of analytical methods — charting, fundamental, technical and cyclical analysis — and implements a range of strategies, including long‑ and short‑term trading, options, margin, short sales, structured products, OTC currency instruments and exposure to cryptocurrencies when appropriate. Regular monitoring and quarterly reviews are used to align portfolios with each client’s stated goals and to manage the risks associated with leveraged or derivative positions.

Compared with many independent advisers, the firm accepts performance‑based fee arrangements for qualified clients (using high‑water‑mark and hurdle provisions) and explicitly lists corporations, family foundations and charitable organizations among its client types, indicating it serves institutional-style accounts as well as individuals. The brochure also discloses use of instruments and trading strategies (e.g., OTC currency and structured products) that can accommodate non‑U.S. exposures, a combination of features that is less common among firms of this size.